# Ke Gutridge, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ke-gutridge-llc-401k-plan

> Ke Gutridge, LLC's 401(k) plan: 261 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ke Gutridge, LLC

- **Sponsor EIN:** 821007719

- **Sponsor Address:** 88 SOUTH SECOND STREET, NEWARK, OH, 43055

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

- **Total Participants:** 261

- **Total Assets:** $8.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|261|$8.6M|$365,729|$728,250|

| 2023|245|$6.5M|$261,648|$494,986|

| 2022|242|$5.5M|$253,557|$447,790|

## 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|

| TRANSAMERICA|RECORDKEEPER|$26,737|—|$26,737|

| RAYMOND JAMES|INVESTMENT ADVISORY|$26,230|—|$26,230|

| SEO CPA GROUP, LTD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [RAYMOND JAMES](https://planprovider.pro/provider/raymond-james-financial-inc) — INVESTMENT ADVISORY

- [SEO CPA GROUP, LTD](https://planprovider.pro/provider/seo-cpa-group-ltd) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,967

- **Estimated Expense Ratio:** 0.617% 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|$57,072|—|$57,072|—|—|

| 2023|$43,142|—|$43,142|—|—|

| 2022|$45,979|—|$45,979|—|—|

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