Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Knowbe4, Inc. · EIN 364827930 · Plan #001
- Total assets
- $57.2M
- Net assets
- $57.2M
- Active participants
- 1,232
- With balances
- 1,080
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Assurance Dimensions | Other fees | $8,500 |
| Ubs Financial Services Inc. | Other fees | $0 |
| Retirement Solutions Specialists | Other services | $0 |