Keeley Construction Group, Inc. 401(k) Profit Sharing Plan
Sponsored by Keeley Construction Group, Inc. · EIN 371362018 · Plan #002
- Total assets
- $36.4M
- Net assets
- $36.4M
- Active participants
- 558
- With balances
- 526
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 |
|---|---|---|
| Jag Capital Management Llc CRD 159227 | deterministic · 100% | 2024 |
| Monetary Management Corporation CRD 131584 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jag Capital Management Llc | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $69,254 |
| Ekon Benefits | Recordkeeping, Participant loan processing, Participant communication | $59,803 |
| Monetary Management | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $27,140 |