AUMdb

Kilroy Realty Corporation 401(k) Plan

Sponsored by Kilroy Realty Corporation · EIN 954598246 · Plan #001

Total assets
$81.6M
Net assets
$81.6M
Active participants
241
With balances
380

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $12,950
Strategic Advisors, Inc. Investment advisory (plan) $12,057