Give Kids The World, Inc. 403(b) Plan
Sponsored by Give Kids The World, Inc. · EIN 592654440 · Plan #002
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 201
- With balances
- 123
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance And Annui | Recordkeeping fees | $13,466 |
| Retirement Solutions Specialists | Other services | $1,200 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $357 |
| Morningstar | Investment advisory (plan) | $0 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $0 |
| Morningstar Investment Management | Investment advisory (participants) | $0 |