Plan Snapshot
- Plan Sponsor: Keller Technology Corporation
- Sponsor EIN: 160719390
- Sponsor Address: P.O. BOX 103, BUFFALO, NY, 142170103
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $49.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 152 | $49.4M | $565,587 | $1.3M |
| 2023 | 141 | $44.4M | $539,491 | $1.3M |
| 2022 | 146 | $42.1M | $556,738 | $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 |
|---|---|---|---|---|
| FREED MAXICK P.C. | 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 | $81,086 | — | — | — | — |
| 2023 | $74,872 | — | — | — | — |
| 2022 | $77,918 | — | — | — | — |