Keystone Collections Group 401(k) Profit Sharing Plan
Sponsored by Kratzenberg & Associates, Inc.Dba Keystone Collections Group · EIN 251780727 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 202
- With balances
- 182
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fragasso Advisors | Investment advisory (plan) | $29,345 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $25,089 |
| M2 B Retirement Consulting | Contract administrator | $5,643 |