Keolis America, Inc. 401(k) Savings Plan
Sponsored by Keolis · EIN 261413441 · Plan #003
- Total assets
- $281M
- Net assets
- $281M
- Active participants
- 5,252
- With balances
- 3,858
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $262,434 |
| Sageview Advisory Group Llc | Investment advisory (plan), Investment management | $105,484 |
| Caron & Bletzer, Pllc | Other services | $32,800 |