Kelberman Center, Inc. 403(b) Plan
Sponsored by Kelberman Center, Inc. · EIN 550901293 · Plan #001
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 319
- With balances
- 132
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $27,605 |
| Osaic Wealth, Inc. | Investment advisory (plan), Other fees | $0 |