Kaleris 401(k) Plan
Sponsored by Kaleris · EIN 943314201 · Plan #001
- Total assets
- $62.6M
- Net assets
- $62.6M
- Active participants
- 290
- With balances
- 296
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Contract administrator, Direct payment from the plan, Recordkeeping | $47,873 |
| Commonwealth Equity Services Llc Db | Investment advisory (plan) | $25,345 |
| Prudential Investment Management Se | Distribution (12b-1) fees | $0 |
| National Financial Services, Llc | Recordkeeping | $0 |