Kerberrose Wealth Mgmt

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

Active participants

662

Total plan assets

$19.3M

Filings (rows)

Direct comp

$77K

Indirect comp

Showing only "KERBERROSE WEALTH MGMT"

View all 4 variants aggregated →

KERBERROSE WEALTH MANAGEMENT23 KERBERROSE WEALTH MGMT3 KERBERROSE WEALTH MGT1 KERBERROSE WEALTH1

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Chippewa LUCE Mackinac Community Action Human Resource Authority Inc. C-L-M Community Action 403(b) Retirement Plan · all filings	SAULT STE MARIE, MI	Other service providers	228	$6.9M	$33K	$0
Chippewa LUCE Mackinac Community Action Human Resource Authority Inc. C-L-M Community Action 403(b) Retirement Plan · all filings	SAULT STE MARIE, MI	Other service providers	218	$6.3M	$23K	$0
Chippewa LUCE Mackinac Community Action Human Resource Authority Inc. C-L-M Community Action 403(b) Retirement Plan · all filings	SAULT STE MARIE, MI	Other service providers	216	$6.1M	$21K	$0