Plan Snapshot
- Plan Sponsor: Jj Keller & Associates, INC.
- Sponsor EIN: 390957377
- Sponsor Address: 3003 BREEZEWOOD LANE, NEENAH, WI, 54956
- Plan Type: DC
- Total Participants: 1,681
- Total Assets: $127.2M
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. |
|---|---|---|---|---|
| 2024 | 1,681 | $127.2M | $5.0M | $0 |
| 2023 | 1,691 | $120.8M | $6.5M | $0 |
| 2022 | 1,666 | $104.9M | $6.3M | $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 |
|---|---|---|---|---|
| GRANT THORTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORTON LLP — 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 | $259,877 | $103,570 | — | — | — |
| 2023 | $234,483 | $101,053 | — | — | — |
| 2022 | $223,690 | $223,150 | — | — | — |