Fred S. Keller School 401 K Plan
Sponsored by Fred S. Keller School · EIN 133363868 · Plan #003
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 149
- With balances
- 202
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $91,466 |
| Park Avenue Securities | Other services, Other fees | $0 |
| Northeast Professional Planning Gro | Other services, Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |