Kb&R 401(k) Profit Sharing Plan And Trust
Sponsored by Kaufman Borgeest & Ryan Llp · EIN 133951065 · Plan #002
- Total assets
- $60.9M
- Net assets
- $60.9M
- Active participants
- 129
- With balances
- 221
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Laiken Assoc Inc | Other services | $0 |
| Morningstar | Investment advisory (plan) | $0 |
| Voya Retirement Insurance And Annui | Investment advisory (participants) | $0 |