Kin Insurance Retirement Savings Plan
Sponsored by Kin Insurance · EIN 813300698 · Plan #001
- Total assets
- $20.9M
- Net assets
- $20.9M
- Active participants
- 679
- With balances
- 552
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment advisory (plan) | $57,008 |
| John Hancock Retirement Plan Svcs | Recordkeeping, Participant loan processing, Float revenue | $52,375 |