Kern Liebers 401(k) Plan
Sponsored by Kern Liebers Usa Inc. · EIN 341210887 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 175
- With balances
- 215
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pentegra Services Inc | Contract administrator | $19,524 |
| Osaic Wealth, Inc | Investment advisory (plan) | $11,147 |
| Empower Annuity Insurance Company | Recordkeeping fees | $4,047 |