Kern Regional Center Defined Benefit Retirement Plan
Sponsored by Kern Regional Center · EIN 237115846 · Plan #003
- Total assets
- $54.0M
- Net assets
- $54.0M
- Active participants
- 68
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| World Investment Advisors Llc | Investment advisory (plan) | $47,957 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $0 |