AUMdb

Four Keys, Llc 401(k) Plan

Sponsored by Four Keys, Llc · EIN 473403304 · Plan #001

Total assets
$14.3M
Net assets
$14.3M
Active participants
239
With balances
300

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
Mariner Wealth Advisors Ic, Llc CRD 289886 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $31,540
Mariner Wealth Advisors, Llc Investment advisory (plan) $27,611
Map Retirement Usa Llc Contract administrator $17,371
Map Retirement Other fees $10,165