Kansas City Art Institute Defined Contribution Plan And Tax Deferred Annuity Plan
Sponsored by Kansas City Art Institute · EIN 440546278 · Plan #001
- Total assets
- $32.1M
- Net assets
- $32.1M
- Active participants
- 122
- With balances
- 311
Plan year beginning 01/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Legacy Financial Strategies, Llc CRD 283553 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Legacy Financial Strategies, Llc | Investment advisory (plan), Direct payment from the plan | $30,000 |
| Tiaa Teachers Ins And Annuity Assoc | Recordkeeping, Direct payment from the plan | $25,961 |