# Key Autism Services Opr LLC 401(k) Plan
Source: https://planprovider.pro/companies/key-autism-services-opr-llc-401k-plan

> Key Autism Services Opr LLC&#39;s 401(k) plan: 1,532 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [BORIS BENIC AND ASSOCIATES LLP](https://planprovider.pro/provider/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|

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