Kelc 401(k) Savings Plan
Sponsored by Kaplan Early Learning Company · EIN 560935286 · Plan #002
- Total assets
- $37.8M
- Net assets
- $37.8M
- Active participants
- 1,189
- With balances
- 1,287
Plan year beginning 02/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 97% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $91,036 |
| Oppenheimer & Co Inc | Investment advisory (plan) | $26,657 |
| Empower Advisory Group, Llc | Investment management | $8,652 |