AUMdb

Iag Retirement Plan

Sponsored by Agency For The Performing Arts, Llc · EIN 131966702 · Plan #001

Total assets
$22.1M
Net assets
$22.1M
Active participants
235
With balances
290

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
Kah Capital Management, Llc CRD 298287 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Kaye Capital Management Investment advisory (plan) $21,025
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $20,678