Plan Snapshot
- Plan Sponsor: Key Autism Services Opr LLC
- Sponsor EIN: 823637527
- Sponsor Address: PO BOX 736079, CHICAGO, IL, 606736079
- Plan Type: 401(k)
- Total Participants: 1,532
- Total Assets: $3.0M
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 | 1,532 | $3.0M | $128,005 | $658,533 |
| 2023 | 1,048 | $2.4M | $115,050 | $610,632 |
| 2022 | 163 | $1.4M | $96,512 | $542,299 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $10,680 | — | $10,680 |
| MORGAN STANLEY GLOBAL BANKING OPERA | ADVISOR | $5,676 | — | $5,676 |
| LEVELIZED COMPENSATION ADVISOR | INVESTMENT ADVISORY | $5,299 | — | $5,299 |
| BORIS BENIC AND ASSOCIATES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- BORIS BENIC AND ASSOCIATES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,655
- Estimated Expense Ratio: 0.711% 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 | $30,145 | $10,975 | $10,484 | — | — |
| 2023 | $22,468 | — | — | — | — |
| 2022 | $23,408 | — | $16,112 | — | $7,296 |