Plan Snapshot
- Plan Sponsor: Keith Manufacturing Company
- Sponsor EIN: 930846474
- Sponsor Address: 401 NW ADLER, MADRAS, OR, 977410001
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $6.6M
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 | 186 | $6.6M | $133,571 | $443,803 |
| 2023 | 190 | $5.6M | $137,756 | $497,379 |
| 2022 | 198 | $4.5M | $130,127 | $496,890 |
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 |
|---|---|---|---|---|
| KERNUTT STOKES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERNUTT STOKES LLP — 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 | $6,009 | — | — | — | — |
| 2023 | $5,926 | — | — | — | — |
| 2022 | $5,393 | — | — | — | — |