AUMdb

Geoprobe Systems 401(k) Plan

Sponsored by Kejr, Inc. · EIN 481024517 · Plan #001

Total assets
$18.9M
Net assets
$18.9M
Active participants
188
With balances
223

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
Martin Financial Solutions, Llc CRD 155806 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Bennington State Bank Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $19,990
July Business Services, Llc Claims processing, Recordkeeping, Participant loan processing $10,645
Matrix Financial Solutions, Inc. Custodial (other), Investment management, Direct payment from the plan $0