Kerola Group 401 K Plan
Sponsored by P.I. & I. Motor Express, Inc. · EIN 340759032 · Plan #001
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 252
- With balances
- 124
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $39,958 |
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $21,163 |
| Lpl Financial Corporation | Investment advisory (plan) | $825 |