Kierantimberlake, Llc 401(k) Profit Sharing Plan
Sponsored by Kierantimberlake. Llc · EIN 232308376 · Plan #001
- Total assets
- $20.3M
- Net assets
- $20.3M
- Active participants
- 66
- With balances
- 105
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Apexium Financial Lp | Investment advisory (plan), Investment management fees (direct), Securities brokerage commissions | $56,928 |
| Bpa International | Recordkeeping, Participant loan processing, Participant communication | $16,143 |