Keker, Van Nest & Peters Llp Cash Balance Plan
Sponsored by Keker, Van Nest & Peters Llp · EIN 942789810 · Plan #004
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Johnson Lynda Ann CRD 104835 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| October Three Consulting Llc | Actuarial | $53,762 |
| Marin Financial Advisors | Investment advisory (plan), Investment management | $19,981 |
| Comyns Smith Mccleary & Deaver Llp | Accounting | $15,990 |