Hale Kipa Inc. 403 B Plan
Sponsored by Hale Kipa Inc · EIN 237061499 · Plan #003
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 97
- With balances
- 123
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Kobo Wealth Conservancy | Investment advisory (participants), Investment advisory (plan), Investment management | $15,219 |
| American United Life Insurance Co | Recordkeeping, Participant communication, Direct payment from the plan | $888 |