Kipp Capital Region Public Schools 403(b) Plan
Sponsored by Kipp Capital Region Public Schools · EIN 201347748 · Plan #001
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 335
- With balances
- 328
Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services | Investment advisory (plan) | $33,925 |
| Ascensus Llc | Other fees | $25,222 |