Kaleo, Inc. 401(k) Plan
Sponsored by Kaleo, Inc. · EIN 264174212 · Plan #001
- Total assets
- $21.7M
- Net assets
- $21.7M
- Active participants
- 73
- With balances
- 216
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital | Investment advisory (participants), Investment advisory (plan), Named fiduciary | $53,631 |
| Charles Schwab Trust Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $9,538 |
| Mvp Plan Administrators, Inc. | Contract administrator, Recordkeeping, Consulting (general) | $7,351 |