Koeller Nebeker Carlson & Haluck, Llp 401(k) Plan
Sponsored by Koeller Nebeker Carlson Haluck · EIN 330203014 · Plan #001
- Total assets
- $28.1M
- Net assets
- $28.1M
- Active participants
- 136
- With balances
- 219
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 |
|---|---|---|
| Arcwood Financial, Llc CRD 189512 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Arcwood Financial Llc | Investment advisory (plan) | $71,426 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $45,224 |
| Empower Advisory Group, Llc | Investment management | $1,075 |