Keller, Inc. 401(k) Retirement Savings Plan
Sponsored by Keller, Inc. · EIN 390971348 · Plan #001
- Total assets
- $37.6M
- Net assets
- $37.6M
- Active participants
- 265
- With balances
- 312
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 |
|---|---|---|
| Francis Llc CRD 130687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Associated Trust Company, N.A. | Recordkeeping, Consulting (pension), Trustee (directed) | $78,249 |
| Francis, Llc | Investment advisory (participants), Investment management fees (direct) | $40,000 |