Longyear 401(k) Profit Sharing Plan
Sponsored by Jm Longyear, Llc · EIN 383306338 · Plan #002
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 231
- With balances
- 214
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 |
|---|---|---|
| Kerberrose Wealth Management, Llc CRD 168787 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $25,490 |
| Kerber Rose Wealth Management | Investment advisory (plan) | $17,872 |