Kestrel Engineering Group Plan
Sponsored by Kestrel Engineering Group, Inc. · EIN 452542770 · Plan #001
- Total assets
- $18.2M
- Net assets
- $18.2M
- Active participants
- 134
- With balances
- 131
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 |
|---|---|---|
| Opportunus Wealth Management, Llc CRD 300141 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Opportunus Wealth Management | Investment advisory (plan) | $44,625 |
| Empower Advisory Group, Llc | Investment management | $12,057 |
| Prime Pensions Northwest, Llc | Other services, Other fees | $0 |
| Empower Annuity Insurance Co. Of Am | Recordkeeping fees | $0 |