Kerry Ford Inc. Employee Savings & Retirement Plan
Sponsored by Kerry Ford Inc · EIN 310729115 · Plan #001
- Total assets
- $15.0M
- Net assets
- $15.0M
- Active participants
- 335
- With balances
- 361
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 |
|---|---|---|
| Valmark Securities Inc. | Recordkeeping, Trustee (institutional), Other services | $27,592 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $25,666 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees | $0 |