The Key Program, Inc. Profit Sharing Plan
Sponsored by The Key Program, Inc. · EIN 042539878 · Plan #001
- Total assets
- $21.8M
- Net assets
- $21.8M
- Active participants
- 159
- With balances
- 246
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Other commissions | $0 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$36,060 |