AUMdb

Kk Employees Profit Sharing 401(k) Plan

Sponsored by Kkhc, Inc. · EIN 205236515 · Plan #001

Total assets
$7.8M
Net assets
$7.8M
Active participants
159
With balances
170

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
Kerberrose Wealth Management, Llc CRD 168787 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Kerberrose Wealth Investment advisory (plan) $35,383
Empower Annuity Inc. Co Of America Recordkeeping fees $4,609
Blue Chip Retirement Plans, Inc. Other fees $3,825