Plan Snapshot
- Plan Sponsor: I. Keating, INC.
- Sponsor EIN: 450283974
- Sponsor Address: NO. 10 S. BROADWAY, MINOT, ND, 587013816
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $19.1M
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. |
|---|---|---|---|---|
| 2024 | 147 | $19.1M | $305,396 | $821,089 |
| 2023 | 157 | $16.4M | $296,439 | $790,291 |
| 2022 | 153 | $13.5M | $281,976 | $754,995 |
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 |
|---|---|---|---|---|
| BRADY MARTZ & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY MARTZ & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $59,678 | — | $59,678 | — | — |
| 2023 | $49,907 | — | $49,907 | — | — |
| 2022 | $46,546 | — | $46,546 | — | — |