Kessler's, Inc. 401(k) Retirement Plan
Sponsored by Kesslers, Inc. · EIN 460260290 · Plan #001
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 259
- With balances
- 177
Plan year beginning 10/01/2021 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plans Admin Services, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $18,952 |
| Wells Fargo Advisors | Investment advisory (plan), Direct payment from the plan | $5,834 |
| Cpi Qualified Plan Consultants, Inc | Claims processing, Recordkeeping, Direct payment from the plan | $5,775 |