Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan
Sponsored by Keller, Schroeder & Associates, Inc · EIN 351550894 · Plan #002
- Total assets
- $37.8M
- Net assets
- $37.8M
- Active participants
- 103
- With balances
- 156
Plan year beginning 01/01/2024 · Profit-sharing, Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Thoroughbred Financial Services, Llc CRD 47893 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Thoroughbred Financials | Investment advisory (plan), Investment management fees (direct) | $85,514 |