AUMdb

Knowesis Retirement Plan

Sponsored by Knowesis, Inc. · EIN 300440588 · Plan #001

Total assets
$16.4M
Net assets
$16.4M
Active participants
161
With balances
225

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $60,143
Signature Estate Securities Other services, Other fees $0
Newport Group Inc Other services, Other fees $0