Kipp Bay Area Schools 401(k) Plan
Sponsored by Kipp Bay Area Schools · EIN 205010766 · Plan #001
- Total assets
- $67.3M
- Net assets
- $67.3M
- Active participants
- 872
- With balances
- 1,476
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $129,418 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $52,500 |
| Carlson Quinn And Associates | Contract administrator | $20,000 |
| Silicon Valley Accountancy Corp. | Accounting | $19,305 |
| Colonial Surety Agency, Llc | Other fees | $14,270 |