Koozie Group 401(k) Savings And Investment Plan
Sponsored by Scribe Opco, Inc. Dba Koozie Group · EIN 821795538 · Plan #001
- Total assets
- $39.2M
- Net assets
- $39.1M
- Active participants
- 1,281
- With balances
- 961
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 |
|---|---|---|
| The Vanguard Group Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $111,546 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $400 |