AUMdb

Kedren Retirement Plan

Sponsored by Kedren Community Health Center, Inc. · EIN 952459796 · Plan #004

Total assets
$17.4M
Net assets
$17.4M
Active participants
342
With balances
500

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
Cambridge Investments, Llc CRD 174460 fuzzy_auto · 94% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Cambridge Investment Group Investment advisory (plan) $32,628
Empower Annuity Insurance Co Americ Recordkeeping fees $29,407
Empower Advisory Group, Llc Investment management $1,984