# Keller Group 401(k) Plan
Source: https://planprovider.pro/companies/keller-group-621813315-001

> Keller Group's 401(k) plan: 377 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Keller Group

- **Sponsor EIN:** 621813315

- **Sponsor Address:** 626 SIMMONS ROAD, KNOXVILLE, TN, 37932

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 377

- **Total Assets:** $24.8M

## 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|377|$24.8M|$505,900|$1.5M|

| 2023|319|$22.0M|$825,016|$1.4M|

| 2022|282|$18.8M|$409,228|$1.2M|

## 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|

| THE TRUST COMPANY OF TENNESSEE|Other Service Provider|$80,486|—|$80,486|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $80,486

- **Estimated Expense Ratio:** 0.325% of plan assets

### 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|$80,486|$39,196|$31,051|—|—|

| 2023|$74,061|$8,830|$65,231|—|—|

| 2022|$49,424|—|—|—|—|

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