Plan Snapshot
- Plan Sponsor: Ben E. Keith Company
- Sponsor EIN: 750372230
- Sponsor Address: 601 EAST SEVENTH STREET, FORT WORTH, TX, 761025501
- Plan Type: 401(k)
- Total Participants: 6,677
- Total Assets: $494.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 6,677 | $494.0M | $0 | $0 |
| 2024 | 6,557 | $400.5M | $0 | $0 |
| 2023 | 6,155 | $313.3M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | $39,175 | — | $39,175 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,175
- Estimated Expense Ratio: 0.008% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $180,827 | $11,160 | — | $39,175 | — |
| 2024 | $403,388 | $1,500 | — | $47,542 | — |
| 2023 | $203,471 | — | $174,677 | — | $25,719 |