Plan Snapshot
- Plan Sponsor: Keker, Van Nest & Peters LLP
- Sponsor EIN: 942789810
- Sponsor Address: 633 BATTERY STREET, SAN FRANCISCO, CA, 941111809
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 101 | $12.7M | $2.0M | $0 |
| 2022 | 100 | $12.7M | $1.9M | $0 |
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 |
|---|---|---|---|---|
| COMYNS,SMITH,MCCLEARY & DEAVER, LLP | Auditor | $15,990 | — | $15,990 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,990
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 | $89,733 | $19,981 | — | $15,990 | — |
| 2023 | $68,299 | $48,513 | — | $16,325 | — |
| 2022 | $60,830 | $47,330 | — | — | $13,500 |