U.S. Special Delivery, Llc Savings & Retirement Plan
Sponsored by U.S. Special Delivery, Llc · EIN 382491121 · Plan #001
- Total assets
- $4.0M
- Net assets
- $4.0M
- Active participants
- 186
- With balances
- 187
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 | 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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $23,963 |
| Kerberrose Wealth Management Llc | Investment advisory (plan) | $9,757 |
| Retirement Plan Partners, Llc | Contract administrator | $5,300 |
| Empower Advisory Group, Llc | Investment management | $1,021 |