AUMdb

The Kaplan, Inc. Tax Deferred Savings Plan For Salaried Employees

Sponsored by Graham Holdings Company · EIN 530182885 · Plan #023

Total assets
$366M
Net assets
$366M
Active participants
1,391
With balances
3,203

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
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Vanguard Advisers Inc. Investment advisory (participants) $128,418
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $126,479