Ke Gutridge, Llc 401(k) Plan
Sponsored by Ke Gutridge, Llc · EIN 821007719 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 261
- With balances
- 157
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 |
|---|---|---|
| Transamerica | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $26,737 |
| Raymond James | Investment advisory (plan) | $26,230 |
| Trinity Pension Consultants | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,773 |