Kpcb Associates Deferred Savings Plan
Sponsored by Kleiner Perkins Caufield & Byers, Llc · EIN 134290384 · Plan #001
- Total assets
- $22.9M
- Net assets
- $22.9M
- Active participants
- 50
- With balances
- 100
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $47,278 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $600 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $50 |