G.W. Van Keppel Company Retirement Savings Plan
Sponsored by G.W. Van Keppel Company · EIN 440513694 · Plan #003
- Total assets
- $22.6M
- Net assets
- $22.6M
- Active participants
- 278
- With balances
- 354
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $75,226 |
| Cbiz Investment Advisory Svcs | Consulting (general), Insurance services, Investment advisory (plan) | $54,808 |