AUMdb

Ikeyless, Llc 401(k) P/S Plan

Sponsored by Ikeyless, Llc · EIN 208804815 · Plan #001

Total assets
$13.6M
Net assets
$13.6M
Active participants
456
With balances
260

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 Annuity Insurance Co Of Am Recordkeeping fees $109,116
Empower Advisory Group, Llc Investment management $16,596
Retirement Management Services, Llc Contract administrator $4,600
Leafhouse Financial Advisors, Llc Investment advisory (plan) $2,353
Robert W Baird & Co, Inc. Other commissions $0