Kipp Foundation 401(k) Plan
Sponsored by Kipp Foundation · EIN 943362724 · Plan #001
- Total assets
- $37.0M
- Net assets
- $37.0M
- Active participants
- 217
- With balances
- 370
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 Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment management | $25,832 |
| Empower Annuity Ins. Co Of America | Recordkeeping fees | $4,050 |
| Carson Quinn And Associates | Contract administrator | $0 |