# Keith & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/keith-and-associates-inc-401k-plan

> Keith & Associates, INC.'s 401(k) plan: 186 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

## Similar Plans

- [Csa Central, INC.](https://planprovider.pro/companies/csa-central-inc-401k-plan) — 195 participants

- [Skanska Usa Civil, INC.](https://planprovider.pro/companies/skanska-usa-civil-inc-401k-plan-003) — 206 participants

- [Ec Fennell, P.A.](https://planprovider.pro/companies/ec-fennell-p-a-401k-plan) — 160 participants

- [Aim Engineering And Surveying, INC.](https://planprovider.pro/companies/aim-engineering-and-surveying-inc-401k-plan) — 159 participants

- [Eisman & Russo, INC.](https://planprovider.pro/companies/eisman-russo-inc-401k-plan) — 155 participants

- [Patel, Greene & Associates, LLC](https://planprovider.pro/companies/patel-greene-associates-llc-401k-plan) — 154 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/keith-and-associates-inc-401k-plan)

© 2026 PlanProvider.Pro