Kelley Kronenberg 401(k) Profit Sharing Plan
Sponsored by Kelley Kronenberg, P.A. · EIN 650378773 · Plan #003 · Fort Lauderdale, FL
- Total assets
- $20.1M
- Net assets
- $20.1M
- Active participants
- 413
- With balances
- 308
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| 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 Ins. Co. Of America | Recordkeeping fees | $71,556 |
| Morgan Stanley | Investment advisory (plan) | $40,826 |
| Southern Pension Services | Contract administrator | $3,720 |
| Empower Advisory Group, Llc | Investment management | $1,282 |