Celartem, Inc. Dba Extensis 401(k) Plan
Sponsored by Celartem, Inc. Dba Extensis · EIN 911862805 · Plan #002
- Total assets
- $19.0M
- Net assets
- $19.0M
- Active participants
- 66
- With balances
- 101
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 |
|---|---|---|
| Keudell Morrison Wealth Management, Llc CRD 292600 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Keudell Morrison Wealth Management | Investment advisory (plan), Direct payment from the plan | $40,946 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $9,421 |