AUMdb

Keenan, Hopkins, Schmidt And Stowell Contractors, Inc. Savings Plan

Sponsored by Keenan Hopkins Schmidt & Stowell Contractors · EIN 592471479 · Plan #001

Total assets
$21.0M
Net assets
$21.0M
Active participants
285
With balances
170

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

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $74,916
Sageview Advisory Group Investment advisory (plan), Other fees $0