Keybridge Savings Plan
Sponsored by General Audit Corporation · EIN 341329147 · Plan #001
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 85
- With balances
- 109
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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| D'amico Wawrin & Co | Other fees | $15,500 |
| Edward Jones | Investment advisory (plan) | $12,217 |
| Rea & Associates | Contract administrator | $3,581 |
| Capital Group Rps | Recordkeeping fees | $1,038 |