Koerner Distributor, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Koerner Distributor, Inc. · EIN 371107566 · Plan #001
- Total assets
- $28.3M
- Net assets
- $28.3M
- Active participants
- 199
- With balances
- 268
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co. | Recordkeeping fees | $69,149 |
| Empower Advisory Group, Llc | Investment management | $55,687 |
| Fifth Third Bank | Investment advisory (plan) | $27,733 |
| Usi Consulting Group | Claims processing, Recordkeeping, Consulting (pension) | $0 |