Plan Snapshot
- Plan Sponsor: Keiter, Stephens, Hurst, Gary & Shreaves, P.C.
- Sponsor EIN: 541631262
- Sponsor Address: 4401 DOMINION BLVD., GLEN ALLEN, VA, 23060
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $52.1M
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 | 211 | $52.1M | $649,227 | $2.1M |
| 2023 | 195 | $45.4M | $854,503 | $1.9M |
| 2022 | 176 | $41.0M | $958,401 | $1.8M |
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 |
|---|---|---|---|---|
| WALL, EINHORN, & CHERNITZER | Auditor | $15,781 | — | $15,781 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,781
- Estimated Expense Ratio: 0.030% 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 | $120,195 | $34,000 | — | $15,781 | — |
| 2023 | $139,593 | $34,000 | — | $12,500 | — |
| 2022 | $190,514 | $152,385 | $21,729 | — | $16,400 |