Kistler O'brien Fire Protection Employees 401(k) Plan
Sponsored by Geo. W. Kistler, Inc. · EIN 231729679 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 210
- With balances
- 262
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $30,023 |
| Commonwealth Financial Network Inc | Investment advisory (plan), Direct payment from the plan | $28,970 |