Plan Snapshot
- Plan Sponsor: Keches Law Group, P. C.
- Sponsor EIN: 042907663
- Sponsor Address: 2 LAKESHORE CENTER, BRIDGEWATER, MA, 02324
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $29.6M
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 | 134 | $29.6M | $902,346 | $849,898 |
| 2023 | 152 | $28.5M | $486,208 | $768,887 |
| 2022 | 129 | $24.1M | $689,172 | $643,628 |
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 |
|---|---|---|---|---|
| RODRIGUES, DRUM & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RODRIGUES, DRUM & COMPANY, LLC — 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 | $182,833 | $135,137 | $46,215 | — | — |
| 2023 | $132,648 | — | $132,648 | — | — |
| 2022 | $119,841 | — | $22,139 | — | $97,702 |