Kee Safety, Inc. Retirement Plan
Sponsored by Kee Safety, Inc. · EIN 161170198 · Plan #001
- Total assets
- $18.3M
- Net assets
- $18.3M
- Active participants
- 274
- With balances
- 308
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 |
|---|---|---|
| Lawley Retirement Advisors, Llc CRD 282786 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $23,352 |
| Oneal Cpa | Accounting | $17,500 |
| Lawley Retirement Advisors, Llc | Investment advisory (plan) | $10,000 |