Plan Snapshot
- Plan Sponsor: Keith & Keith, Ltd.
- Sponsor EIN: 561643967
- Sponsor Address: 4500 CAMERON VALLEY PARKWAY, CHARLOTTE, NC, 282113591
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $21.2M
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 | 147 | $21.2M | $361,879 | $1.1M |
| 2023 | 130 | $18.8M | $325,041 | $945,563 |
| 2022 | 131 | $16.6M | $334,506 | $963,768 |
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 |
|---|---|---|---|---|
| MELISSA G. CRITCHER, CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MELISSA G. CRITCHER, CPA — Auditor
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 | $86,023 | — | $86,023 | — | — |
| 2023 | $46,166 | — | $46,166 | — | — |
| 2022 | $23,499 | — | $22,350 | — | $1,149 |