AUMdb

The Knot Worldwide 401 K Plan

Sponsored by The Knot Worldwide · EIN 743207805 · Plan #001

Total assets
$86.3M
Net assets
$86.3M
Active participants
823
With balances
1,357

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024

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 $173,806
Kestra Advisory Services, Llc Investment advisory (plan), Other fees $0