Keycorp 401 K Savings Plan
Sponsored by Keycorp · EIN 346542451 · Plan #002
- Total assets
- $4.1B
- Net assets
- $4.1B
- Active participants
- 17,385
- With balances
- 27,787
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 |
|---|---|---|
| Jennison Associates Llc CRD 107959 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| T. Rowe Price (Canada) Inc. CRD 107290 | fuzzy_auto · 93% | 2024 |
| Callan Llc CRD 107687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jennison Associates Llc | Investment management, Direct payment from the plan | $1,289,727 |
| Strategic Advisors Inc. | Investment advisory (plan), Direct payment from the plan | $1,247,971 |
| Blackrock Institutional Trust Co | Investment management, Trustee (institutional), Investment management fees (direct) | $989,259 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $627,851 |
| T Rowe Price | Investment management, Direct payment from the plan | $591,582 |
| Pimco | Investment management, Investment management fees (direct), Direct payment from the plan | $387,125 |
| The Northern Trust Company | Investment management, Other services, Direct payment from the plan | $194,044 |
| Callan Llc | Investment advisory (plan), Direct payment from the plan | $40,000 |
| Meaden & Moore Ltd | Accounting, Direct payment from the plan | $36,360 |
| Alight Solutions Llc | Plan administrator, Investment advisory (participants), Investment advisory (plan) | $23,760 |
| Thompson Hine Llp | Legal, Direct payment from the plan, Consulting (general) | $5,430 |