AUMdb

Kairos 401(k) Profit Sharing Plan

Sponsored by Kairos Northwest · EIN 930686923 · Plan #001

Total assets
$2.5M
Net assets
$2.5M
Active participants
115
With balances
113

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
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Edward D Jones & Co, L.P. Investment advisory (participants) $9,702