Plan Snapshot
- Plan Sponsor: Keker, Van Nest & Peters LLP
- Sponsor EIN: 942789810
- Sponsor Address: 633 BATTERY STREET, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $118.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 144 | $118.5M | $3.3M | $2.6M |
| 2023 | 140 | $106.9M | $2.6M | $2.3M |
| 2022 | 126 | $92.0M | $2.3M | $2.0M |
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 |
|---|---|---|---|---|
| CERITY PARTNERS LLC | Other Service Provider | $117,215 | — | $117,215 |
| MARIN FINANCIAL ADVISORS | Other Service Provider | $103,934 | — | $103,934 |
| LAIRD NORTON WEATHERBY WEALTH MGMT | Other Service Provider | $23,152 | — | $23,152 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | $16,123 | — | $16,123 |
| MILLIMAN, INC. | Recordkeeper | $15,093 | — | $15,093 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — Recordkeeper
- MILLIMAN, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $275,517
- Estimated Expense Ratio: 0.233% of plan assets
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 | $275,605 | $244,301 | — | — | — |
| 2023 | $277,067 | $247,542 | — | — | — |
| 2022 | $277,501 | — | — | — | $277,501 |