Kelley Create Co. 401(k) Profit Sharing Plan
Sponsored by Kelley Create Co. · EIN 263968773 · Plan #001
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 351
- With balances
- 422
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 |
|---|---|---|
| Stancorp | Claims processing, Recordkeeping, Custodial (other) | $39,920 |
| Hunnex And Shoemaker | Recordkeeping, Investment advisory (plan) | $32,175 |