Kelly Hart & Hallman Profit Sharing Plan And Trust
Sponsored by Kelly Hart & Hallman Llp · EIN 203856550 · Plan #001
- Total assets
- $161M
- Net assets
- $161M
- Active participants
- 233
- With balances
- 314
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Fidelity Investments Inst Oper Co. | Participant loan processing, Recordkeeping fees, Account maintenance fees | $0 |
| Fidelity Investments Inst Oper Co. | Participant loan processing, Recordkeeping fees, Account maintenance fees | $0 |