Kanadevia Group 401(k) Plan
Sponsored by Kanadevia Group Usa, Ltd. · EIN 753012256 · Plan #001
- Total assets
- $50.8M
- Net assets
- $50.8M
- Active participants
- 209
- With balances
- 234
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $131,072 |
| The Benefit Practice | Direct payment from the plan | $19,729 |
| Cdh Pc | Accounting | $13,200 |
| Morgan Stanley | Investment advisory (plan) | $9,369 |
| Empower Advisory Group, Llc | Investment management | $6,406 |