AUMdb

Knowles Corporation 401(k) Plan

Sponsored by Knowles Corporation · EIN 901002689 · Plan #001

Total assets
$204M
Net assets
$204M
Active participants
1,194
With balances
1,735

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
Capital Strategies Group, Llc CRD 140120 fuzzy_auto · 94% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping, Participant loan processing, Direct payment from the plan $139,347
Capital Strategies Investment Group Investment advisory (plan), Direct payment from the plan, Investment advisory (participants) $60,000
Bdo Usa Llp Accounting, Direct payment from the plan $45,000
Empower Advisory Group, Llc Investment advisory (participants), Direct payment from the plan $20,717
Empower Financial Services Securities brokerage, Other investment fees and expenses $145