Camp Family Ventures 401(k) Plan
Sponsored by Kern Machinery, Inc. · EIN 260497941 · Plan #001
- Total assets
- $27.5M
- Net assets
- $27.5M
- Active participants
- 158
- With balances
- 211
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 95% | 2024 |
| Empowered Retirement, Inc. CRD 169389 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cap Financial Partners, Llc | Investment advisory (plan) | $58,000 |
| Empower Annuity Insurance Co | Recordkeeping fees | $23,021 |
| Empower Retirement | Investment management | $20,745 |
| Troug Ryding Company Inc | Contract administrator | $1,575 |