Keystone Technology Consultants, Inc. 401(k) Profit Sharing Plan
Sponsored by Keystone Technology Consultants, In · EIN 311537684 · Plan #001
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 112
- With balances
- 135
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Invesco Canada Ltd. CRD 126572 | deterministic · 100% | 2024 |
| Allspring Global Investments, Llc CRD 104973 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Rps, Inc. | Recordkeeping, Trustee (institutional), Trustee (directed) | $5,940 |
| Franklin Templeton | Investment management, Shareholder servicing fees | $0 |
| Prudential Funds | Investment management, Shareholder servicing fees | $0 |
| Artisan Funds | Investment management, Shareholder servicing fees | $0 |
| Invesco | Investment management, Shareholder servicing fees | $0 |
| Vanguard | Investment management, Shareholder servicing fees | $0 |
| Allspring Global | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| American Century | Investment management, Shareholder servicing fees | $0 |
| Columbia | Investment management, Shareholder servicing fees | $0 |
| Harbor Funds | Investment management, Shareholder servicing fees | $0 |
| Leggmason | Investment management, Shareholder servicing fees | $0 |