Keville Enterprises, Inc. 401(k) Profit Sharing Plan
Sponsored by Keville Enterprises, Inc. · EIN 043112591 · Plan #001
- Total assets
- $47.0M
- Net assets
- $47.0M
- Active participants
- 197
- With balances
- 240
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $97,013 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $22,976 |
| Burke & Associates | Accounting | $13,500 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,059 |