Kipp Dc Retirement Plan
Sponsored by Kipp Dc Public Charter Schools · EIN 742974642 · Plan #001
- Total assets
- $123M
- Net assets
- $123M
- Active participants
- 1,411
- With balances
- 2,131
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $225,089 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $117,025 |