Plan Snapshot
- Plan Sponsor: Keh INC
- Sponsor EIN: 581359859
- Sponsor Address: 5080 HIGHLANDS PARKWAY SUITE B, SMYRNA, GA, 30082
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 206 | $4.6M | $225,684 | $550,593 |
| 2023 | 195 | $3.4M | $213,699 | $566,030 |
| 2022 | 172 | $2.3M | $72,352 | $469,430 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | Recordkeeper | $18,223 | — | $18,223 |
| TRIAD ADVISORS, LLC | Investment Advisor | $11,016 | — | $11,016 |
| PAYCHEX | Recordkeeper | $5,596 | — | $5,596 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — Recordkeeper
- TRIAD ADVISORS, LLC — Investment Advisor
- PAYCHEX — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,835
- Estimated Expense Ratio: 0.750% 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 | $34,835 | — | — | — | — |
| 2023 | $23,328 | $13,602 | $8,866 | — | — |
| 2022 | $48,925 | $11,261 | $37,664 | — | — |