AUMdb

Kerridge Commercial Systems Retirement Savings Plan

Sponsored by Kerridge Commercial Systems Corporation · EIN 133479929 · Plan #001

Total assets
$15.9M
Net assets
$15.9M
Active participants
141
With balances
145

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
Wilshire Associates Inc Investment advisory (participants) $7,631
John Hancock Life Insurance Company Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees $1,644