AUMdb

Keiser Corporation 401(k) Profit Sharing Plan

Sponsored by Keiser Corporation · EIN 942416860 · Plan #001

Total assets
$15.1M
Net assets
$15.1M
Active participants
170
With balances
136

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Investment advisory (plan) $34,076
Ascensus Recordkeeping, Participant loan processing, Participant communication $14,706
Nexus Administrators, Inc. Participant loan processing, Direct payment from the plan $3,525