Sponsor portfolio
KERN WEALTH MANAGEMENT INC.
EIN 46-0770410Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$524K assets
Welfare
0
Participants
2
210 GRANDVIEW AVENUE, SUITE 101 - CAMP HILL, PA 17011717-761-4633
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KERN WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $524K | 2 | 2024 |
Retirement plans