Kendra Scott 401(k) Plan
Sponsored by Kendra Scott, Llc · EIN 474456300 · Plan #001
- Total assets
- $30.6M
- Net assets
- $30.6M
- Active participants
- 1,898
- With balances
- 887
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $90,393 |
| World Investment Advisors Llc | Investment advisory (plan) | $53,511 |
| Empower Advisory Group, Llc | Investment management | $29,840 |
| Nova 401(k) Associates | Contract administrator | $3,262 |