Keltec, Inc. 401(k) Profit Sharing Plan
Sponsored by Keltec, Inc. · EIN 341378057 · Plan #003
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 190
- With balances
- 117
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 |
|---|---|---|
| Enza Financial, Llc CRD 315827 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $17,117 |
| Enza Financial Llc | Investment advisory (plan) | $6,353 |
| Empower Advisory Group, Llc | Investment management | $5,886 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $4,310 |
| Ameriprise Financial Services Llc | Other commissions | $0 |