AUMdb

078 Keylink Holdings, Llc 401(k) Plan

Sponsored by Keylink Holdings, Llc · EIN 203293066 · Plan #001

Total assets
$7.4M
Net assets
$7.4M
Active participants
97
With balances
123

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Co Of Ame Recordkeeping fees $45,652
Empower Advisory Group Investment management $7,253
Blue Chip Retirement Plans Contract administrator $2,175
Cambridge Investment Research Other commissions $0