# Keith & Keith, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/keith-keith-ltd-401k-plan

> Keith & Keith, Ltd.'s 401(k) plan: 147 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/melissa-g-critcher-cpa-pc) — 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|

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