AUMdb

Ke&G Construction Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Ke&G Construction Inc · EIN 205816819 · Plan #001

Total assets
$7.6M
Net assets
$7.6M
Active participants
373
With balances
408

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
Wellspring Financial, Llc CRD 288023 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Wellspring Financial Partners Investment advisory (plan) $31,368
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $25,108