Plan Snapshot
- Plan Sponsor: Keeler Motor Car Co Limited
- Sponsor EIN: 141687678
- Sponsor Address: 1111 TROY SCHENECTADY ROAD, LATHAM, NY, 12110
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $285,525 | $1.1M |
| 2023 | 341 | $27.5M | $544,265 | $2.0M |
| 2022 | 360 | $20.9M | $468,307 | $1.7M |
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 |
|---|---|---|---|---|
| ERBEN ASSOCIATES LLC | SERVICE PROVIDER | — | $94,926 | $94,926 |
| LEAFHOUSE FINANCIAL | SERVICE PROVIDER | $17,600 | — | $17,600 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,526
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 | $63,901 | $3,508 | $45,217 | — | — |
| 2023 | $74,932 | — | $74,932 | — | — |
| 2022 | $71,763 | — | — | — | — |