# Keiter, Stephens, Hurst, Gary & Shreaves, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/keiter-stephens-hurst-gary-401k-plan

> Keiter, Stephens, Hurst, Gary & Shreaves, P.C.'s 401(k) plan: 211 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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