Plan Snapshot
- Plan Sponsor: Keller And Heckman LLP
- Sponsor EIN: 520743156
- Sponsor Address: 1001 G STREET NW, WASHINGTON, DC, 20001
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $84.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 127 | $84.6M | $1.5M | $2.1M |
| 2023 | 120 | $70.8M | $1.4M | $2.0M |
| 2022 | 118 | $63.9M | $1.3M | $1.9M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $86,981 | $37,549 | $49,432 | — | — |
| 2023 | $78,462 | $37,052 | $36,645 | — | — |
| 2022 | $79,244 | $37,200 | $42,044 | — | — |