Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan
Sponsored by Jj Keller & Associates, Inc. · EIN 390957377 · Plan #001
- Total assets
- $127M
- Net assets
- $127M
- Active participants
- 1,681
- With balances
- 1,839
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alpha Investment Consulting Group, Llc CRD 139721 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Associated Trust Company, N.A. | Recordkeeping, Trustee (institutional), Recordkeeping fees | $234,876 |
| Alpha Investment Consulting | Investment advisory (participants), Investment management fees (direct) | $25,000 |