Kelsey Seybold 401(k) Plan
Sponsored by Ks Management Services, L.L.C. · EIN 760602862 · Plan #002
- Total assets
- $744M
- Net assets
- $744M
- Active participants
- 6,334
- With balances
- 8,158
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 |
|---|---|---|
| Fidelity Invest Inst Co., Llc | Participant loan processing, Recordkeeping fees, Account maintenance fees | $309,649 |
| Baker Tilly | Accounting | $23,500 |
| Valorie S Foster, Cpa | Accounting | $7,000 |