Keystone Agency Partners 401(k) Plan
Sponsored by Keystone Agency Partners Llc · EIN 842940208 · Plan #001
- Total assets
- $88.5M
- Net assets
- $88.5M
- Active participants
- 1,757
- With balances
- 1,280
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (participants) | $33,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $23,595 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $19,848 |