Kipp Team And Family Schools, Inc. 403(b) Plan
Sponsored by Kipp Team And Family Schools, Inc. · EIN 462792701 · Plan #001
- Total assets
- $25.5M
- Net assets
- $25.5M
- Active participants
- 138
- With balances
- 205
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Trustee (directed), Sub-transfer agency fees | $45,016 |