Ross & Yerger Insurance, Inc. Ksop
Sponsored by Ross & Yerger Insurance, Inc. · EIN 640947389 · Plan #004
- Total assets
- $84.7M
- Net assets
- $84.7M
- Active participants
- 179
- With balances
- 157
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic | Recordkeeping, Investment management, Plan administrator | $23,510 |
| Bankplus | Recordkeeping, Investment management, Plan administrator | $19,999 |