AUMdb

Karat 401(k) Plan

Sponsored by Karat, Inc. · EIN 465602536 · Plan #001

Total assets
$11.4M
Net assets
$11.4M
Active participants
89
With balances
234

Plan year beginning 01/01/2024 · 401(k)

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
Voya Retirement Insurance & Annuity Recordkeeping fees $2,132
Cira (Cambridge Investment Research Other fees $0