# Keller Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/keller-associates-inc-401k-plan-001-4227

> Keller Associates, INC.'s 401(k) plan: 213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/harris-cpas) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/keller-associates-inc-401k-plan-001-4227)

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