Kiavi, Inc. Retirement Trust
Sponsored by Kiavi, Inc. · EIN 463089169 · Plan #001
- Total assets
- $31.3M
- Net assets
- $31.3M
- Active participants
- 439
- With balances
- 595
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $57,483 |