The Kincaid Group Retirement Plan
Sponsored by The Kincaid Group · EIN 821560598 · Plan #002
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 167
- With balances
- 197
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 |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $18,294 |
| Pickett, Chaney & Mcmullen Llp | Accounting | $13,250 |