AUMdb

Key Tronic 401(k) Retirement Savings Plan

Sponsored by Key Tronic Corporation · EIN 910849125 · Plan #001

Total assets
$51.2M
Net assets
$51.2M
Active participants
1,207
With balances
601

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Usi Advisors, Inc. CRD 108113 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $38,550
Usi Advisors Inc Investment advisory (plan) $37,698