Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program
Sponsored by Ewing Marion Kauffman Foundation · EIN 436064859 · Plan #002
- Total assets
- $46.0M
- Net assets
- $46.0M
- Active participants
- 95
- With balances
- 199
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)
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 |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$18,432 |