Kidspeace Tax Deferred Annuity Plan
Sponsored by Kidspeace Corporation · EIN 231353394 · Plan #003
- Total assets
- $22.4M
- Net assets
- $22.4M
- Active participants
- 1,843
- With balances
- 2,249
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $55,567 |
| Cambridge Investment Research Advis | Investment management, Shareholder servicing fees | $50,257 |
| Proaccount | Investment advisory (participants) | $12,325 |
| Nationwide | Investment management, Shareholder servicing fees | $3,132 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $1,652 |