# Keller Williams Realty, LLC 401(k) Plan
Source: https://planprovider.pro/companies/keller-williams-realty-inc-401k-plan

> Keller Williams Realty, LLC's 401(k) plan: 446 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ADP, INC.|RECORD KEEPER|$46,789|—|$46,789|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $46,789

- **Estimated Expense Ratio:** 0.056% 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|$46,789|—|—|—|—|

| 2023|$49,149|—|—|—|—|

| 2022|$122,350|$47,085|$73,373|—|$1,892|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/keller-williams-realty-inc-401k-plan)

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