Keith And Associates, Inc. 401(k) Plan
Sponsored by Keith & Associates, Inc. · EIN 650806421 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 186
- With balances
- 155
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 |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment management fees (indirect), Recordkeeping, Consulting (pension) | $16,050 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $2,946 |
| Adp Broker Dealer | Other services, Other fees | $0 |