Plan Snapshot
- Plan Sponsor: Keller Williams Realty, LLC
- Sponsor EIN: 742756628
- Sponsor Address: 1221 S. MOPAC EXPRESSWAY, AUSTIN, TX, 78746
- Plan Type: 401(k)
- Total Participants: 446
- Total Assets: $83.0M
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 | 446 | $83.0M | $4.0M | $5.7M |
| 2023 | 577 | $71.9M | $4.3M | $6.3M |
| 2022 | 1,006 | $69.0M | $6.5M | $8.6M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
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 | $46,789 | — | — | — | — |
| 2023 | $49,149 | — | — | — | — |
| 2022 | $122,350 | $47,085 | $73,373 | — | $1,892 |