AUMdb

The Rummel, Klepper & Kahl, L.L.P. Pre Tax Savings Plan

Sponsored by Rummel, Klepper & Kahl · EIN 520599112 · Plan #002

Total assets
$303M
Net assets
$303M
Active participants
2,023
With balances
2,083

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $142,235