The Keyes Company 401(k) Profit Sharing Plan
Sponsored by The Keyes Company · EIN 590897518 · Plan #003
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 175
- With balances
- 140
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 |
|---|---|---|
| Provenance Wealth Advisors, Llc CRD 126529 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Provenance Wealth Advisors, Llc | Investment advisory (participants) | $30,821 |
| John Hancock Life Insurance Company | Recordkeeping | $4,431 |