Keystone Lime & Companies 401(k) Plan
Sponsored by Keystone Lime Co., Inc. · EIN 251146455 · Plan #002
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 94
- With balances
- 108
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Keystone Lime Company Inc | Accounting | $16,250 |
| First United Bank & Trust | Investment advisory (plan) | $10,000 |
| Leafhouse Financial Advisors, Llc | Other fees | $6,939 |
| M2 B Retirement Consulting Llc | Contract administrator | $4,434 |
| Anchor 316 Fiduciary Solutions | Other fees | $3,534 |
| Empower Advisory Group, Llc | Investment management | $3,460 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |