The Kinkaid School 403(b) Plan
Sponsored by The Kinkaid School, Inc. · EIN 760295523 · Plan #002
- Total assets
- $83.4M
- Net assets
- $83.4M
- Active participants
- 358
- With balances
- 553
Plan year beginning 08/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $71,812 |