AUMdb

Kipu Health 401 K Plan

Sponsored by Kipu Health Llc · EIN 810716811 · Plan #001

Total assets
$11.3M
Net assets
$11.3M
Active participants
290
With balances
318

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
Lincoln National Corporation Contract administrator $46,872
Securities America Advisors, Inc. Investment advisory (plan), Other fees $22,899