J. J. Keller & Associates, Inc. Employees' 401 K Savings And Retirement Plan
Sponsored by J. J. Keller & Associates, Inc. · EIN 390957377 · Plan #002
- Total assets
- $173M
- Net assets
- $173M
- Active participants
- 1,840
- With balances
- 2,248
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant communication | $191,866 |
| Alpha Investment Consulting Group | Direct payment from the plan, Investment management fees (direct) | $49,102 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |