Kerberrose Wealth Management — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kerberrose Wealth Management is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $25,401 and reported indirect compensation totals $11,873.
Reported compensation summary
- Reported direct compensation
- $25,401
- Reported indirect compensation
- $11,873
- Total reported compensation
- $37,274
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Hannahville Indian Community | MI | 1 | $25,401 |
| Ken Graham Trucking, Inc. | MI | 1 | $11,873 |
| Eponk Group | WI | 1 | $0 |
State footprint
Plans reporting Kerberrose Wealth Management are sponsored in MI (2), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Hannahville Indian Community | Hannahville Indian Community 401(K) Plan | 2023 | $25,401 | not reported in the loaded dataset |
| Ken Graham Trucking, Inc. | Ken Graham Trucking, Inc. 401(K) Plan | 2023 | $0 | $11,873 |
| Eponk Group | Eponk Group, Ltd. 401(K) Profit Sharing Plan | 2023 | $0 | not reported in the loaded dataset |
Related Form 5500 pages
- Hannahville Indian Community 401(K) Plan (plan 002)
- Hannahville Indian Community — all reported plans
- Ken Graham Trucking, Inc. 401(K) Plan (plan 003)
- Ken Graham Trucking, Inc. — all reported plans
- Eponk Group, Ltd. 401(K) Profit Sharing Plan (plan 001)
- Eponk Group — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources