AUMdb

Kelly, Scott And Madison, Inc. Profit Sharing Plan And Trust

Sponsored by Kelly, Scott And Madison, Inc. · EIN 362586788 · Plan #001

Total assets
$22.9M
Net assets
$22.9M
Active participants
87
With balances
182

Plan year beginning 01/01/2024 · 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
Empower Annuity Insurance Co. Of Am Recordkeeping fees $68,684
Rbc Wealth Management Other commissions $0