# Four Keys, LLC 401(k) Plan
Source: https://planprovider.pro/companies/four-keys-llc-401k-plan

> Four Keys, LLC's 401(k) plan: 239 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Four Keys, LLC

- **Sponsor EIN:** 473403304

- **Sponsor Address:** 5505 S. 27TH STREET, MILWAUKEE, WI, 53221

- **Plan Type:** 401(k)

- **Total Participants:** 239

- **Total Assets:** $14.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|239|$14.3M|$173,384|$841,952|

| 2023|315|$11.9M|$45,052|$826,656|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$31,540|—|$31,540|

| MARINER WEALTH ADVISORS, LLC|INVESTMENT ADVISOR|$27,611|—|$27,611|

| MAP RETIREMENT USA LLC|CONTRACT ADMIN|$17,371|$4,184|$21,555|

| MAP RETIREMENT|OTHER|$10,165|—|$10,165|

| LIPSCHULTZ, LEVIN, & GRAY, LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $90,871

- **Estimated Expense Ratio:** 0.635% 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|

| 2024|$125,500|$125,500|—|—|—|

| 2023|$77,509|—|—|—|—|

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