Kimball Union Academy Dc Retirement Plan
Sponsored by Kimball Union Academy · EIN 020222147 · Plan #001
- Total assets
- $31.8M
- Net assets
- $31.8M
- Active participants
- 149
- With balances
- 364
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 |
|---|---|---|
| Trg Investment Advisors, Llc | $40,382 | |
| Tiaa Teachers Insurance And Annuit | Direct payment from the plan, Other investment fees and expenses | $14,410 |