Keypath Education, Llc 401(k) Plan
Sponsored by Keypath Education, Llc · EIN 453990179 · Plan #001
- Total assets
- $23.6M
- Net assets
- $23.6M
- Active participants
- 373
- With balances
- 423
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 |
|---|---|---|
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mesirow Financial Investment Mgmt | Investment advisory (plan) | $57,771 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $43,491 |
| Smith And Howard Pc | Other fees | $6,000 |