Keysource 401(k) Plan
Sponsored by Keysource Acquisition, Llc · EIN 812071364 · Plan #001
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 152
- With balances
- 170
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 |
|---|---|---|
| First Financial Bank Na | Investment advisory (plan) | $34,141 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $30,928 |