Keker, Van Nest & Peters Llp Retirement Plan
Sponsored by Keker, Van Nest & Peters Llp · EIN 942789810 · Plan #002
- Total assets
- $118M
- Net assets
- $118M
- Active participants
- 144
- With balances
- 196
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 |
|---|---|---|
| Johnson Lynda Ann CRD 104835 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cerity Partners Llc | Investment management fees (direct) | $117,215 |
| Marin Financial Advisors | Investment advisory (plan), Investment management, Direct payment from the plan | $103,934 |
| Laird Norton Weatherby Wealth Mgmt | Investment management fees (direct) | $23,152 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $16,123 |
| Milliman, Inc. | Recordkeeping, Consulting (pension), Participant loan processing | $15,093 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $2,260 |