Kessler 401(k) Plan
Sponsored by Grand Performer Inc · EIN 593470873 · Plan #001
- Total assets
- $22.1M
- Net assets
- $22.0M
- Active participants
- 1,716
- With balances
- 1,959
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $160,275 |
| Onedigital Investment Advisors | Investment advisory (plan), Direct payment from the plan | $35,000 |