Plan Snapshot
- Plan Sponsor: Keller Supply Company
- Sponsor EIN: 910600821
- Sponsor Address: 3209 17TH AVENUE WEST, SEATTLE, WA, 98119
- Plan Type: 401(k)
- Total Participants: 1,132
- Total Assets: $67.6M
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 | 1,132 | $67.6M | $1.2M | $4.3M |
| 2023 | 1,097 | $59.9M | $1.8M | $3.9M |
| 2022 | 1,065 | $50.3M | $2.8M | $3.4M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP | Investment Advisor | $310,678 | — | $310,678 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $171,181 | — | $171,181 |
| HUNNEX & SHOEMAKER | Other Service Provider | $71,393 | — | $71,393 |
| MERRILL LYNCH | Investment Advisor | $56,391 | — | $56,391 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $609,643
- Estimated Expense Ratio: 0.901% 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 | $313,683 | $313,683 | — | — | — |
| 2023 | $245,036 | $245,036 | — | — | — |
| 2022 | $244,792 | $244,792 | — | — | — |