401(k) Total Advantage Fbo Kahoots, Inc.
Sponsored by Fiduciary Wise, Llc Fbo Kahoots, Inc. · EIN 330630459 · Plan #101
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $2,306 |
| Ameriprise Financial Services Inc | Investment advisory (plan) | $2,119 |
| Tpa Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $500 |
| Fiduciary Wise, Llc | Plan administrator | $175 |
| The Bryn Mawr Trust Company | Investment advisory (plan) | $87 |