Kasasa, Ltd 401(k) Plan
Sponsored by Kasasa, Ltd · EIN 204116110 · Plan #001
- Total assets
- $21.6M
- Net assets
- $21.6M
- Active participants
- 147
- With balances
- 336
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 |
|---|---|---|
| Kasasa Ltd | Other fees | $13,071 |
| Ascensus | Other fees | $6,346 |
| Creative Planning Hold Co, Llc | Other fees | $0 |
| Ascensus | Other services | $0 |
| Voya Retirement Insurance & Annuity | Investment advisory (participants), Recordkeeping fees | $0 |