Kraemer North America, Llc 401(k) Savings Plan
Sponsored by Kraemer North America, Llc · EIN 472031815 · Plan #001
- Total assets
- $53.9M
- Net assets
- $53.9M
- Active participants
- 235
- With balances
- 294
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Consulting (general), Insurance brokerage commissions | $68,411 |
| Baker Tilly Us, Llp | Accounting, Direct payment from the plan | $16,537 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $16,369 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |