AUMdb

Kahn Ventures, Inc. 401(k) Plan

Sponsored by Kahn Ventures, Inc. · EIN 581360668 · Plan #002

Total assets
$146M
Net assets
$146M
Active participants
1,775
With balances
2,191

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $117,035
Empower Advisory Group, Llc Investment management $85,756
Onedigital Investment Advisors Llc Investment advisory (plan) $72,947
Smith And Howard Pc Accounting $16,750