Keystone College 403(b) Retirement Plan
Sponsored by Keystone College · EIN 240795441 · Plan #001
- Total assets
- $33.6M
- Net assets
- $33.6M
- Active participants
- 117
- With balances
- 305
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors | Investment advisory (plan), Investment management, Direct payment from the plan | $31,250 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $15,457 |