Keller Rohrback Llp 401(k) Profit Sharing Plan
Sponsored by Keller Rohrback Llp · EIN 910563405 · Plan #001
- Total assets
- $86.5M
- Net assets
- $86.5M
- Active participants
- 168
- With balances
- 204
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 |
|---|---|---|
| Halbert Hargrove Global Advisors, Llc CRD 105515 | fuzzy_auto · 98% | 2024 |
| Johnson Lynda Ann CRD 104835 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Wealth Management | Custodial (securities), Investment management fees (direct), Investment advisory (participants) | $29,105 |
| Halbert Hargrove Global Advisors Ll | Custodial (securities), Investment advisory (participants), Investment management fees (direct) | $24,425 |
| Charles Schwab Trust Bank | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $19,082 |
| Northwest Plan Services, Inc. | Recordkeeping, Participant communication, Direct payment from the plan | $11,240 |
| Marin Financial Advisors Llc | Custodial (securities), Investment advisory (participants), Investment management fees (direct) | $11,205 |