AUMdb

Keene, Inc. 401(k) Plan

Sponsored by Keene Management, Inc. · EIN 832373866 · Plan #001

Total assets
$8.7M
Net assets
$8.7M
Active participants
149
With balances
198

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
Wells Fargo Advisors Financial Network, Llc CRD 11025 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Wells Fargo Advisors Financial Investment advisory (participants) $25,091
John Hancock Life Insurance Company Recordkeeping $2,252
Wilshire Associates Inc. Investment advisory (participants) $1,350