AUMdb

Keeneland Association, Inc. 401(k) Plan

Sponsored by Keeneland Association, Inc. · EIN 610597425 · Plan #002

Total assets
$18.8M
Net assets
$18.8M
Active participants
405
With balances
418

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
Milliman, Inc. Recordkeeping, Consulting (pension), Investment advisory (plan) $19,769
Charles Schwab Trust Bank Custodial (securities), Trustee (directed), Direct payment from the plan $6,585
Charles Schwab & Co., Inc. Custodial (securities), Shareholder servicing fees $0