Plan Snapshot
- Plan Sponsor: J. J. Keller & Associates, INC
- Sponsor EIN: 390957377
- Sponsor Address: 3003 BREEZEWOOD LN, NEENAH, WI, 549569611
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,507
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 2,507 | $2.2M | $0 | $0 |
| 2024 | 2,850 | $3.8M | $15.3M | $5.5M |
| 2023 | 2,848 | $2.1M | $16.4M | $5.5M |
| 2022 | 2,891 | $2.0M | $15.1M | $5.2M |
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 |
|---|---|---|---|---|
| UNITED HEALTHCARE SERIVES INC | Other Service Provider | $1,243,670 | — | $1,243,670 |
| MEDONE, LC | Other Service Provider | — | $151,200 | $151,200 |
| DELTA DENTAL OF WISCONSIN | Recordkeeper | $60,930 | — | $60,930 |
| NATIONAL VISION ADMINISTRATORS LLC | Other Service Provider | $35,311 | — | $35,311 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,491,111
- Estimated Expense Ratio: 68.852% 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 | $21,485,233 | — | $1,339,908 | — | — |
| 2024 | $1,406,645 | — | $1,406,645 | — | — |
| 2023 | $1,204,088 | — | $1,204,088 | — | — |
| 2022 | $1,178,632 | — | — | — | $1,178,632 |