# Keltec, INC. 401(k) Plan
Source: https://planprovider.pro/companies/keltec-inc-401k-plan

> Keltec, INC.'s 401(k) plan: 190 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Keltec, INC.

- **Sponsor EIN:** 341378057

- **Sponsor Address:** 2300 E. ENTERPRISE PARKWAY,, TWINSBURG, OH, 44087

- **Plan Type:** 401(k)

- **Total Participants:** 190

- **Total Assets:** $9.0M

## 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|190|$9.0M|$104,647|$200,996|

| 2023|170|$8.3M|$246,819|$230,324|

| 2022|105|$7.4M|$261,524|$200,329|

## 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 ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$17,117|—|$17,117|

| AMERIPRISE FINANCIAL SERVICES LLC|BROKER/ADVISER|—|$13,619|$13,619|

| ENZA FINANCIAL LLC|INVESTMENT ADVISOR|$6,353|—|$6,353|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$5,886|—|$5,886|

| C&P ADVISORS|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,975

- **Estimated Expense Ratio:** 0.480% 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|$33,666|$16,549|—|—|—|

| 2023|—|—|—|—|—|

| 2022|$28,586|—|$28,586|—|—|

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