Plan Snapshot
- Plan Sponsor: Keller Brothers, INC.
- Sponsor EIN: 521011611
- Sponsor Address: 1012 RISING RIDGE ROAD, MOUNT AIRY, MD, 21771
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 215 | $7.9M | $331,131 | $699,472 |
| 2023 | 239 | $6.3M | $323,217 | $656,821 |
| 2022 | 209 | $4.7M | $262,504 | $591,138 |
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 |
|---|---|---|---|---|
| ELLIN & TUCKER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIN & TUCKER — 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 | $4,981 | — | $4,131 | — | — |
| 2023 | $1,025 | — | $1,025 | — | — |
| 2022 | $1,225 | — | $225 | — | $1,000 |