Kern Regional Center Defined Contribution Retirement Plan
Sponsored by Kern Regional Center · EIN 237115846 · Plan #001
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 405
- With balances
- 573
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $23,231 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $17,978 |
| World Investment Advisors, Llc | Investment advisory (plan) | $10,091 |
| Truog Ryding Company, Inc. | Contract administrator | $4,425 |