Keller Associates, Inc. Profit Sharing 401(k) Plan
Sponsored by Keller Associates, Inc. · EIN 450574227 · Plan #001
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 213
- With balances
- 223
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 |
|---|---|---|
| Asset Consulting Group, Llc CRD 107574 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Asset Consulting Group, Inc. | Investment advisory (plan), Direct payment from the plan | $62,633 |
| American Trust Company | Trustee (discretionary), Contract administrator, Recordkeeping | $15,331 |