Form 5500 Search

KARSTENS INVESTMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
6
Active participants
1,692
Total plan assets
$112.2M
Filings (rows)
6
Direct comp
$141K
Indirect comp
$0
Aggregating 3 name variants under "KARSTENS INVESTMENT"

SERVICES PROVIDED

Advisor / Consultant5
Other1

Top plans served

All 6 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
JEO, INC.
JEO, INC. 401(K) PROFIT SHARING PLAN
WAHOO, NE
Other
NONE
272$32.5M$39K
THE SCHEMMER ASSOCIATES INC.
THE SCHEMMER ASSOCIATES INC. INCOME SAVINGS PLAN
OMAHA, NE
Advisor / Consultant
ADVISOR
139$29.8M$27K
THE SCHEMMER ASSOCIATES INC.
THE SCHEMMER ASSOCIATES INC. INCOME SAVINGS PLAN
OMAHA, NE
Advisor / Consultant
ADVISOR
140$23.9M$30K
THE SCHEMMER ASSOCIATES INC.
THE SCHEMMER ASSOCIATES INC. INCOME SAVINGS PLAN
OMAHA, NE
Advisor / Consultant
ADVISOR
138$18.8M$28K
DRM, INC.
DRM, INC. 401(K) PLAN
OMAHA, NE
Advisor / Consultant
ADVISOR
533$3.9M$6K
DRM, INC.
DRM, INC. 401(K) PLAN
OMAHA, NE
Advisor / Consultant
ADVISORS
470$3.3M$12K
KARSTENS INVESTMENT — Form 5500 Service Provider Profile | Form 5500 Search