Williams Keepers Llc 401(k) Plan
Sponsored by Williams Keepers Llc · EIN 431126847 · Plan #002
- Total assets
- $29.9M
- Net assets
- $29.9M
- Active participants
- 121
- With balances
- 139
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Co Lp | Investment advisory (participants), Direct payment from the plan | $49,478 |
| Wilshire Associates Inc (Usa) | Investment advisory (participants), Investment management fees (direct) | $5,498 |
| John Hancock Usa | Recordkeeping, Investment management, Shareholder servicing fees | $172 |