Keystone Sports And Entertainment Llc Employees Savings Trust
Sponsored by Keystone Sports And Entertainment Llc · EIN 262016442 · Plan #001
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 335
- With balances
- 152
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 |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| M Holdings Securities, Inc. | Investment advisory (plan), Direct payment from the plan | $23,070 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $11,315 |