Plan Snapshot
- Plan Sponsor: Keithly-Williams Seeds, INC.
- Sponsor EIN: 953628190
- Sponsor Address: 5702 W COUNTY 8 1/2 ST, YUMA, AZ, 85364
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $22.1M
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 | 125 | $22.1M | $699,489 | $833,244 |
| 2023 | 121 | $19.1M | $679,577 | $721,436 |
| 2022 | 114 | $16.1M | $685,453 | $706,508 |
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 |
|---|---|---|---|---|
| LING AND BOUMAN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LING AND BOUMAN, 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 | $24,774 | — | — | — | — |
| 2023 | $7,160 | — | — | — | — |
| 2022 | $8,152 | — | $8,152 | — | — |