Keybridge Technologies 401(k) Plan
Sponsored by Keybridge Technologies Llc · EIN 481279879 · Plan #001
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 91
- With balances
- 116
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $20,153 |
| Raymond James & Associates Inc | Investment advisory (plan) | $15,547 |
| Tristar Pension, Ltd. | Contract administrator | $2,217 |
| Empower Advisory Group, Llc | Investment management | $447 |