Keystone Clippers, Llc 401 K Plan
Sponsored by Keystone Clippers, Llc · EIN 203165614 · Plan #001
- Total assets
- $1.6M
- Net assets
- $1.6M
- Active participants
- 175
- With balances
- 182
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 |
|---|---|---|
| Fragasso Financial Advisors Inc. CRD 123255 | 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 | Recordkeeping fees | $12,848 |
| Fragasso Financial Advisors | Investment advisory (plan) | $6,815 |
| Keystone Clippers Llc | Other fees | $2,843 |
| Empower Advisory Group, Llc | Investment management | $1,660 |
| M2 B Retirement Consulting Llc | Contract administrator | $1,451 |