Kiara, Inc. 401(k) Profit Sharing Plan
Sponsored by Prairie Cardiovascular Consultants, Inc. · EIN 371071858 · Plan #003 · Springfield, IL
- Total assets
- $69.1M
- Net assets
- $69.1M
- Active participants
- 307
- With balances
- 419
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 |
|---|---|---|
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oppenheimer & Co | Investment advisory (plan), Other investment fees and expenses | $108,026 |
| Newport Trust Company | Claims processing, Custodial (securities), Account maintenance fees | $27,337 |
| Newport Group | Claims processing, Recordkeeping, Participant loan processing | $10,660 |