Plan Snapshot
- Plan Sponsor: Keville Enterprises, INC.
- Sponsor EIN: 043112591
- Sponsor Address: 475 SCHOOL ST STE 11, MARSHFIELD, MA, 020502034
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $47.0M
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 | 197 | $47.0M | $900,000 | $1.7M |
| 2023 | 174 | $41.7M | $900,000 | $1.7M |
| 2022 | 155 | $36.1M | $900,000 | $1.6M |
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 |
|---|---|---|---|---|
| BA INC.. | Auditor | $13,500 | — | $13,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,500
- Estimated Expense Ratio: 0.029% 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 | $138,548 | $102,072 | $1,200 | $13,500 | — |
| 2023 | $118,596 | $87,104 | — | $12,500 | — |
| 2022 | $118,219 | $753 | — | — | — |