Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan
Sponsored by Keiter, Stephens, Hurst, Gary & Shreaves, P.C. · EIN 541631262 · Plan #001
- Total assets
- $52.1M
- Net assets
- $52.1M
- Active participants
- 211
- With balances
- 296
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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $67,689 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $34,000 |
| Wall Einhorn & Chernitzer Pc | Accounting | $15,781 |
| Wilcox & Savage P.C | Legal | $2,725 |