AUMdb

Kern Radiology Medical Group, Inc. 401(k) Retirement Plan

Sponsored by Kern Radiology Medical Group, Inc. · EIN 770251480 · Plan #002

Total assets
$13.8M
Net assets
$13.8M
Active participants
55
With balances
126

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
North Pier Fiduciary Management, Llc CRD 148128 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
North Pier Fiduciary Mgmt. Investment advisory (participants), Investment advisory (plan) $15,001
Newport Group, Inc. Claims processing, Recordkeeping, Participant loan processing $11,849
Newport Trust Company Trustee (individual), Trustee (institutional), Trustee (discretionary) $8,307