Keller North America Retirement Savings Profit Sharing Plan
Sponsored by Keller Management Services, Llc · EIN 521691496 · Plan #001
- Total assets
- $312M
- Net assets
- $312M
- Active participants
- 3,226
- With balances
- 3,688
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $171,782 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $57,650 |
| Citrin Cooperman & Company Llp | Other fees | $22,575 |