Kipp Nyc 403(b) Retirement Plan
Sponsored by Kipp Nyc, Llc · EIN 264180710 · Plan #001
- Total assets
- $94.6M
- Net assets
- $94.6M
- Active participants
- 1,306
- With balances
- 1,829
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiduciary Partners, Llc CRD 289488 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping, Participant loan processing, Direct payment from the plan | $96,251 |
| Fiduciary Plan Partners Llc | Recordkeeping, Investment advisory (plan) | $60,000 |