AUMdb

Keller Group 401(k) Profit Sharing Plan

Sponsored by Keller Group · EIN 621813315 · Plan #001

Total assets
$24.8M
Net assets
$24.8M
Active participants
377
With balances
452

Plan year beginning 04/01/2024 · 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
The Trust Company Of Tennessee Contract administrator, Custodial (securities), Investment advisory (plan) $80,486