Kqed Inc. Tax Sheltered Annuity Plan
Sponsored by Kqed Inc. · EIN 941241309 · Plan #001
- Total assets
- $105M
- Net assets
- $105M
- Active participants
- 410
- With balances
- 515
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 |
|---|---|---|
| Nwk Group, Inc. CRD 124186 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Contract administrator, Recordkeeping, Participant loan processing | $77,177 |
| Grant Thornton Llp | Accounting | $35,020 |
| Nwk Group Inc | Investment advisory (plan) | $31,362 |
| Advised Assets Group, Llc | Investment management | $331 |