Plan Snapshot
- Plan Sponsor: Keeco, LLC
- Sponsor EIN: 030497289
- Sponsor Address: 26460 CORPORATE AVE, HAYWARD, CA, 94545
- Plan Type: 401(k)
- Total Participants: 1,051
- Total Assets: $70.7M
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 | 1,051 | $70.7M | $1.6M | $3.7M |
| 2023 | 1,966 | $76.3M | $1.6M | $3.1M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $215,287 | — | $215,287 |
| ONEDIGITAL INVESTMENT ADVISORS, LLC | NONE | $75,385 | — | $75,385 |
| CLIFTONLARSONALLEN LLP | NONE | $26,530 | — | $26,530 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- ONEDIGITAL INVESTMENT ADVISORS, LLC — NONE
- CLIFTONLARSONALLEN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $317,202
- Estimated Expense Ratio: 0.449% 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 | $311,427 | — | — | — | — |
| 2023 | $197,638 | — | — | — | — |