# Keller Rohrback LLP 401(k) Plan
Source: https://planprovider.pro/companies/keller-rohrback-llp-plan

> Keller Rohrback LLP's 401(k) plan: 168 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Keller Rohrback LLP

- **Sponsor EIN:** 910563405

- **Sponsor Address:** 1201 3RD AVE, STE 3200, SEATTLE, WA, 981013276

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

- **Total Participants:** 168

- **Total Assets:** $86.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|168|$86.5M|$3.1M|$1.9M|

| 2023|136|$70.3M|$3.0M|$1.6M|

| 2022|132|$60.5M|$3.0M|$1.4M|

## 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|

| SMITH BUNDAY BERMAN BRITTON, PS|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|$95,211|$64,889|—|—|—|

| 2023|$84,653|$56,717|—|—|—|

| 2022|$86,640|$57,173|$12,670|—|—|

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