Plan Snapshot
- Plan Sponsor: Keller, Schroeder & Associates, INC
- Sponsor EIN: 351550894
- Sponsor Address: 4920 CARRIAGE DR, EVANSVILLE, IN, 477152578
- Plan Type: DC
- Total Participants: 103
- Total Assets: $37.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 103 | $37.8M | $0 | $0 |
| 2023 | 99 | $38.8M | $224,173 | $0 |
| 2022 | 108 | $38.5M | $243,243 | $0 |
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 |
|---|---|---|---|---|
| ECP ACCOUNTING, INC. | 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 | $140,747 | — | $140,732 | — | — |
| 2023 | $134,078 | — | $134,048 | — | — |
| 2022 | $133,345 | — | $133,330 | — | — |