AUMdb

Key Family 401 K Plan

Sponsored by Key Benefit Administrators · EIN 351450364 · Plan #002

Total assets
$21.6M
Net assets
$21.6M
Active participants
393
With balances
410

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
Futureplan By Ascensus Plan administrator, Participant loan processing $5,158
Nationwide Investment advisory (participants) $3,436
Proaccount Investment advisory (participants) $3,169
Active Passive/Iron Co Fid Orth Investment management fees (indirect) $2,512
Bradley Ray Investment advisory (participants) $334