AUMdb

Koops Inc. 401(k) Plan

Sponsored by Koops, Inc. · EIN 383266325 · Plan #001

Total assets
$21.9M
Net assets
$21.9M
Active participants
311
With balances
320

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
The Vanguard Group, Inc. CRD 105958 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Cetera Advisor Networks Investment advisory (plan), Investment management fees (direct) $41,999
The Vanguard Group Contract administrator, Recordkeeping, Investment management $23,060
Doeren Mayhew Recordkeeping, Recordkeeping fees, Other fees $14,450
Rehmann Robson Accounting $7,501