D.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan
Sponsored by D.G. Yuengling & Son, Inc. · EIN 231244850 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 61
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kathmere Capital Management, Llc CRD 305118 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Usa | Recordkeeping, Investment management, Sub-transfer agency fees | $2,830 |
| Kathmere Capital Management | Investment advisory (participants) | $0 |