AUMdb

Keller Supply Company Profit Sharing 401(k) Plan

Sponsored by Keller Supply Company · EIN 910600821 · Plan #001

Total assets
$67.6M
Net assets
$67.6M
Active participants
1,132
With balances
1,376

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 Advisory Group Investment management $310,678
Empower Annuity Insurance Company Recordkeeping fees $171,181
Hunnex & Shoemaker Contract administrator $71,393
Merrill Lynch Investment advisory (plan) $56,391