Plan Snapshot
- Plan Sponsor: Keats Manufacturing Co.
- Sponsor EIN: 362388828
- Sponsor Address: 350 HOLBROOK DRIVE, WHEELING, IL, 60090
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $19.5M
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 | 184 | $19.5M | $131,902 | $816,647 |
| 2023 | 183 | $17.5M | $122,339 | $752,670 |
| 2022 | 184 | $14.9M | $124,275 | $750,890 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN PLLC | Auditor | — | — | $0 |
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 | $59,709 | $36,699 | — | — | — |
| 2023 | $53,577 | $31,433 | — | — | — |
| 2022 | $51,508 | — | — | — | — |