Keystone Custom Management, Llc 401(k) Plan
Sponsored by Keystone Custom Management, Llc · EIN 823599092 · Plan #001
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 175
- With balances
- 224
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $21,714 |
| Simon Lever Llp | Accounting, Direct payment from the plan | $9,250 |