AUMdb

Kurz America Employees Pension Plan

Sponsored by Kurz Transfer Products, L.P. · EIN 232677477 · Plan #001

Total assets
$5.3M
Net assets
$5.3M
Active participants
44
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Dcs Retire, Inc. Actuarial $2,399
Voya Life Insurance & Annuity Sub-transfer agency fees, Recordkeeping fees, Insurance mortality and expense $900