Keller And Heckman Llp Employees 401(k) Profit Sharing Plan
Sponsored by Keller And Heckman Llp · EIN 520743156 · Plan #002
- Total assets
- $84.6M
- Net assets
- $84.6M
- Active participants
- 127
- With balances
- 165
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $49,432 |
| Raymond James And Associates | Investment advisory (plan), Direct payment from the plan | $37,200 |