Key 401(k) Pooled Employer Plan
Sponsored by Pentegra Services, Inc · EIN 133745616 · Plan #015
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 244
- With balances
- 553
Plan year beginning 03/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $12,257 |
| Pentegra Services, Inc. Tpa Divisio | Recordkeeping, Participant loan processing, Recordkeeping fees | $4,336 |