AUMdb

Albert Kemperle, Inc. Retirement Trust

Sponsored by Albert Kemperle, Inc. · EIN 112293976 · Plan #002

Total assets
$41.4M
Net assets
$41.3M
Active participants
472
With balances
372

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
Wells Fargo Advisors Financial Netw Recordkeeping, Trustee (institutional), Other services $64,759
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $34,388