Kerecis, Llc 401(k) Plan
Sponsored by Kerecis, Llc · EIN 811090267 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 460
- With balances
- 594
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | fuzzy_auto · 93% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Legal | $15,411 |
| Scp Retirement Services, Llc | Other services | $1,450 |
| Voya Retirement Services | Investment advisory (participants) | $696 |
| Morningstar Investment Management | Investment advisory (participants) | $61 |
| Oppenheimer & Co | Other fees | $0 |