Plan Snapshot
- Plan Sponsor: Keith & Associates, INC.
- Sponsor EIN: 650806421
- Sponsor Address: 301 EAST ATLANTIC BLVD., POMPANO BEACH, FL, 33060
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $7.0M
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 | 186 | $7.0M | $471,598 | $947,427 |
| 2023 | 175 | $5.3M | $441,664 | $792,468 |
| 2022 | 162 | $4.2M | $361,080 | $670,952 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $18,996 | $16,050 | — | — | — |
| 2023 | $26,583 | — | — | — | — |
| 2022 | $23,022 | $23,022 | — | — | — |