Thekey 401(k) Plan
Sponsored by Thekey · EIN 371616114 · Plan #001
- Total assets
- $32.3M
- Net assets
- $32.3M
- Active participants
- 9,548
- With balances
- 1,587
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 |
|---|---|---|
| Sharebuilder Advisors, Llc CRD 300537 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sharebuilder Advisor Llc | Investment advisory (plan), Direct payment from the plan | $129,500 |
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $59,908 |