Form 5500 Search

KERBERROSE WEALTH

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
27
Active participants
5,266
Total plan assets
$183.8M
Filings (rows)
27
Direct comp
$340K
Indirect comp
$41K

SERVICES PROVIDED

Advisor / Consultant17
Other9
Recordkeeper1

Top plans served

All 27 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
HANNAHVILLE INDIAN COMMUNITY
HANNAHVILLE INDIAN COMMUNITY 401(K) PLAN
WILSON, MI
Recordkeeper
RECORDKEEPER
573$19.7M$25K
HANNAHVILLE INDIAN COMMUNITY
HANNAHVILLE INDIAN COMMUNITY 401(K) PLAN
WILSON, MI
Other
NONE KNOWN
544$16.1M$22K
EPONK GROUP
EPONK GROUP, LTD. 401(K) PROFIT SHARING PLAN
SHAWANO, WI
Advisor / Consultant
INVESTMENT MANAGEMENT
98$12.6M$0
EPONK GROUP
EPONK GROUP, LTD. 401(K) PROFIT SHARING PLAN
SHAWANO, WI
Advisor / Consultant
INVESTMENT MANAGEMENT
103$11.1M$0
EPONK GROUP
EPONK GROUP, LTD. 401(K) PROFIT SHARING PLAN
SHAWANO, WI
Advisor / Consultant
INVESTMENT MANAGEMENT
104$9.9M$0
NATURAL BEAUTY GROWERS, LLC
NATURAL BEAUTY GROWERS, LLC RETIREMENT SAVINGS PLAN
DENMARK, WI
Advisor / Consultant
INVESTMENT ADVISOR
187$9.7M$29K
NATURAL BEAUTY GROWERS, LLC
NATURAL BEAUTY GROWERS, LLC RETIREMENT SAVINGS PLAN
DENMARK, WI
Advisor / Consultant
INVESTMENT ADVISOR
187$9.1M$25K
NATURAL BEAUTY GROWERS, LLC
NATURAL BEAUTY GROWERS, LLC RETIREMENT SAVINGS PLAN
DENMARK, WI
Advisor / Consultant
INVESTMENT ADVISOR
189$7.8M$25K
KKHC, INC.
KK EMPLOYEES PROFIT SHARING 401(K) PLAN
MENOMINEE, MI
Advisor / Consultant
INVESTMENT ADVISOR
159$7.8M$35K
FAMILY HEALTH/LA CLINICA
FAMILY HEALTH/LA CLINICA 401(K) RETIREMENT PLAN
WAUTOMA, WI
Advisor / Consultant
INVESTMENT ADVISOR
182$7.7M$17K
CHIPPEWA LUCE MACKINAC COMMUNITY ACTION HUMAN RESOURCE AUTHORITY INC.
C-L-M COMMUNITY ACTION 403B RETIREMENT PLAN
SAULT STE MARIE, MI
Other
NONE
228$6.9M$33K
FAMILY HEALTH/LA CLINICA
FAMILY HEALTH/LA CLINICA 401(K) RETIREMENT PLAN
WAUTOMA, WI
Advisor / Consultant
INVESTMENT ADVISOR
203$6.5M$10K
CHIPPEWA LUCE MACKINAC COMMUNITY ACTION HUMAN RESOURCE AUTHORITY INC.
C-L-M COMMUNITY ACTION 403B RETIREMENT PLAN
SAULT STE MARIE, MI
Other
NONE
218$6.3M$23K
KEN GRAHAM TRUCKING, INC.
KEN GRAHAM TRUCKING, INC. 401(K) PLAN
BRIMLEY, MI
Other
SERVICE PROVIDER
95$6.2M$0
CHIPPEWA LUCE MACKINAC COMMUNITY ACTION HUMAN RESOURCE AUTHORITY INC.
C-L-M COMMUNITY ACTION 403(B) RETIREMENT PLAN
SAULT STE MARIE, MI
Other
NONE
216$6.1M$21K
KEN GRAHAM TRUCKING, INC.
KEN GRAHAM TRUCKING, INC. 401(K) PLAN
BRIMLEY, MI
Other
SERVICE PROVIDER
94$5.3M$0
FAMILY HEALTH / LA CLINICA
FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT PLAN
WAUTOMA, WI
Other
SERVICE PROVIDER
169$5.3M$16K
LAC VIEUX DESERT BAND OF LAKE SUPERIOR CHIPPEWA
LAC VIEUX DESERT BAND OF LAKE SUPERIOR CHIPPEWA INDIANS 401(K) PLAN
WATERSMEET, MI
Advisor / Consultant
INVESTMENT ADVISOR
395$4.7M$2K
KEN GRAHAM TRUCKING, INC.
KEN GRAHAM TRUCKING, INC. 401(K) PLAN
BRIMLEY, MI
Other
SERVICE PROVIDER
93$4.5M$0
U.S. SPECIAL DELIVERY, LLC
U.S. SPECIAL DELIVERY, LLC SAVINGS & RETIREMENT PLAN
KINGSFORD, MI
Advisor / Consultant
INVESTMENT ADVISOR
186$4.0M$10K
U.S. SPECIAL DELIVERY, LLC
U.S. SPECIAL DELIVERY, LLC SAVINGS & RETIREMENT PLAN
KINGSFORD, MI
Advisor / Consultant
INVESTMENT ADVISOR
196$3.9M$9K
U.S. SPECIAL DELIVERY, LLC
U.S. SPECIAL DELIVERY, LLC SAVINGS & RETIREMENT PLAN
KINGSFORD, MI
Advisor / Consultant
INVESTMENT ADVISOR
202$3.9M$9K
ROCHELLE LEIGH GROUP LLC
ROCHELLE LEIGH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
APPLETON, WI
Advisor / Consultant
ADVISOR
158$2.1M$8K
TIMBER PRODUCTS MICHIGAN LIMITED PARTNERSHIP
TIMBER PRODUCTS MICHIGAN BARGAINING UNIT 401(K) PLAN
MUNISING, MI
Other
SERVICE PROVIDER
69$2.0M$0
ALGER - MARQUETTE COMMUNITY ACTION BOARD D/B/A COMMUNITY ACTION ALGER
COMMUNITY ACTION ALGER MARQUETTE RETIREMENT PLAN
MARQUETTE, MI
Advisor / Consultant
INVESTMENT ADVISOR
127$2.0M$9K
ROCHELLE LEIGH GROUP LLC
ROCHELLE LEIGH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
APPLETON, WI
Advisor / Consultant
ADVISOR
151$1.6M$7K
ROCHELLE LEIGH GROUP LLC
ROCHELLE LEIGH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
APPLETON, WI
Advisor / Consultant
ADVISOR
140$1.2M$6K
KERBERROSE WEALTH — Form 5500 Service Provider Profile | Form 5500 Search