Plan Snapshot
- Plan Sponsor: Kee Safety, INC.
- Sponsor EIN: 161170198
- Sponsor Address: 100 STRADTMAN STREET, BUFFALO, NY, 14206
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 385
- Total Assets: $22.5M
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. |
|---|---|---|---|---|
| 2025 | 385 | $22.5M | $0 | $0 |
| 2024 | 274 | $18.3M | $701,492 | $1.4M |
| 2023 | 245 | $15.2M | $990,574 | $1.2M |
| 2022 | 225 | $11.8M | $749,884 | $1.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $33,725 | — | $33,725 |
| JEFFREY L. OFFHAUS CPA, LLC | Auditor | $18,325 | — | $18,325 |
| LAWLEY RETIREMENT ADVISORS, LLC | Investment Advisor | $6,250 | — | $6,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,300
- Estimated Expense Ratio: 0.260% 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 | $2,335,643 | $7,195 | $300 | $18,325 | — |
| 2024 | $51,061 | $10,209 | $1,200 | $17,500 | — |
| 2023 | $32,949 | — | $32,949 | — | — |
| 2022 | $16,664 | — | $16,664 | — | — |