AUMdb

Kemp Quarries Retirement Plan

Sponsored by Kemp Quarries · EIN 821852089 · Plan #001

Total assets
$9.4M
Net assets
$9.4M
Active participants
152
With balances
159

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $2,788
Principal Securities Inc Other services, Other commissions, Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0