403(b) Thrift Plan For Kansas Big Brothers Big Sisters Inc
Sponsored by Kansas Big Brothers Big Sisters, Inc. · EIN 237056717 · Plan #002
- Total assets
- $1.9M
- Net assets
- $1.9M
- Active participants
- 59
- With balances
- 154
Plan year beginning 01/01/2024 · Automatic enrollment, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Worthy Asset Management Llc CRD 142462 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Finl | Investment advisory (plan), Direct payment from the plan | $13,658 |
| Ascensus Llc | Other commissions, Recordkeeping fees, Other fees | $1,984 |
| Woodbury Financial Services | Investment advisory (plan), Direct payment from the plan | $795 |