Kerkering, Barberio & Co. 401(k) Plan
Sponsored by Kerkering, Barberio & Co. · EIN 591753337 · Plan #001
- Total assets
- $28.3M
- Net assets
- $28.3M
- Active participants
- 138
- With balances
- 139
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 |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Wealth Advisors, Llc | Investment advisory (participants) | $30,870 |
| John Hancock Life Insurance Co | Recordkeeping, Investment management, Shareholder servicing fees | $134 |