Keap 401(k) Plan
Sponsored by Infusion Software, Inc. · EIN 261382667 · Plan #003
- Total assets
- $19.2M
- Net assets
- $19.2M
- Active participants
- 7
- With balances
- 424
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 |
|---|---|---|
| Usi Advisors, Inc | Recordkeeping, Consulting (pension), Direct payment from the plan | $32,139 |
| Adp, Inc. | Recordkeeping fees, Participant loan processing, Direct payment from the plan | $10,781 |