Key Code Media Retirement Plan
Sponsored by Key Code Media, Inc. · EIN 954880310 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 156
- With balances
- 140
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment advisory (plan) | $26,030 |
| Futureplan By Ascensus | Contract administrator | $15,946 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $14,950 |
| Cota Street Investment Management | Investment management | $7,124 |
| Sageview Advisory Group, Llc | Investment management | $4,578 |