Plan Snapshot
- Plan Sponsor: Keller Associates, INC.
- Sponsor EIN: 450574227
- Sponsor Address: 100 E. BOWER ST., STE 110, MERIDIAN, ID, 83642
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $20.7M
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 | 213 | $20.7M | $478,770 | $1.6M |
| 2023 | 186 | $16.6M | $393,199 | $1.3M |
| 2022 | 155 | $13.1M | $318,474 | $1.1M |
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 |
|---|---|---|---|---|
| SORREN CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SORREN CPAS P.C. — 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 | $77,964 | $62,633 | $15,331 | — | — |
| 2023 | $91,608 | $73,541 | $18,067 | — | — |
| 2022 | $28,479 | $25,129 | $3,350 | — | — |