Kennedy Krieger Institute Retirement Savings Plan
Sponsored by Kennedy Krieger Institute · EIN 520607971 · Plan #005
- Total assets
- $443M
- Net assets
- $443M
- Active participants
- 3,237
- With balances
- 4,759
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors Llc | Consulting (general), Investment advisory (plan) | $80,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $76,689 |
| Sc&H Attest Services, P.C. | Accounting | $10,850 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$448,547 |