Keystone Technologies, Llc 401(k) Plan
Sponsored by Keystone Technologies, Llc · EIN 810606054 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 269
- With balances
- 186
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 |
|---|---|---|
| Amplius Wealth Advisors, Llc CRD 312463 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Amplius Wealth Advisors Llc | Investment advisory (participants) | $23,917 |
| The Vanguard Group | Contract administrator | $15,193 |
| The Mandmarblestone Griup Llc | Plan administrator | $2,175 |