Keystone Pacific 401(k) Plan
Sponsored by Keystone Pacific Property Management, Llc · EIN 814443112 · Plan #001
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 383
- With balances
- 247
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group Llc | Investment advisory (plan) | $34,974 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $29,570 |
| Pension Assurance Llp | Accounting | $12,250 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $10,028 |