The Kellen Company 401(k) Plan
Sponsored by The Kellen Company · EIN 362607505 · Plan #004
- Total assets
- $14.4M
- Net assets
- $14.4M
- Active participants
- 158
- With balances
- 252
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $32,587 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $26,670 |