Key Management Company 401(k) Plan
Sponsored by Key Management Company · EIN 481075300 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 134
- With balances
- 153
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 |
|---|---|---|
| Gentry Private Wealth, Llc CRD 323208 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gentry Private Wealth | Investment advisory (plan), Other investment fees and expenses | $37,500 |
| Economic Group Pension Services | Contract administrator, Direct payment from the plan | $8,000 |
| Nationwide | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $6,379 |