Plan Snapshot
- Plan Sponsor: Keller Management Services, LLC
- Sponsor EIN: 521691496
- Sponsor Address: 7550 TEAGUE ROAD SUITE 300, HANOVER, MD, 21076
- Plan Type: 401(k)
- Total Participants: 3,226
- Total Assets: $312.2M
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 | 3,226 | $312.2M | $10.8M | $16.8M |
| 2023 | 4,940 | $290.0M | $10.1M | $15.6M |
| 2022 | 2,906 | $254.3M | $11.6M | $15.1M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
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 | $273,339 | $57,650 | — | — | — |
| 2023 | $225,609 | $57,177 | $165,282 | — | — |
| 2022 | $237,809 | $53,447 | $176,321 | — | — |