Stainless Steel 401(k) Profit Sharing Plan And Trust
Sponsored by Cary Keisler, Inc. · EIN 561471246 · Plan #001 · Cary, NC
- Total assets
- $664K
- Net assets
- $664K
- Active participants
- 140
- With balances
- 19
Plan year beginning 01/01/2021 · 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 Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $4,016 |
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,289 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2021 | $664K | 140 | ack 20250814095354NAL0008988195001 |
| 01/01/2020 | $726K | 167 | ack 20250814095431NAL0008988739001 |
| 01/01/2019 | $1.1M | 112 | ack 20250814095502NAL0021839026001 |
| 01/01/2018 | $882K | 125 | ack 20250814095528NAL0021839858001 |