Kelsch Associates, Inc. (Pa) Retirement Plan
Sponsored by Kelsch Associates, Inc. · EIN 232038439 · Plan #001
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 109
- With balances
- 119
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
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 |
|---|---|---|
| Voya Retirement Insurance & Annuity | Investment advisory (participants) | $158 |