Jim Keras 401(k) Profit Sharing Plan
Sponsored by Jim Keras Buick Co., Inc. · EIN 620989460 · Plan #003
- Total assets
- $13.9M
- Net assets
- $13.9M
- Active participants
- 474
- With balances
- 530
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates Inc | Investment advisory (plan) | $31,120 |
| Empower Annuity Insurance Company | Recordkeeping fees | $645 |