Four Rivers Combined 401(k) Plan
Sponsored by Western Kentucky Regional Mental Health Mental Retardation Advisory · EIN 610659633 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $14,616 |
| Global Retirement Partners Llc | Investment advisory (plan) | $5,341 |
| Creative Retirement Systems, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,405 |
| Wellth Advisory Services, Llc | Investment advisory (plan) | $925 |
| Anew 401(k) Tpa, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $90 |