Plan Snapshot
- Plan Sponsor: Key Benefit Administrators
- Sponsor EIN: 351450364
- Sponsor Address: 11100 USA PARKWAY, SUITE 3300, FISHERS, IN, 46037
- Plan Type: 401(k)
- Total Participants: 393
- Total Assets: $21.6M
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 | 393 | $21.6M | $178,879 | $1.5M |
| 2023 | 430 | $19.2M | $169,413 | $1.5M |
| 2022 | 419 | $16.8M | $164,228 | $1.4M |
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 |
|---|---|---|---|---|
| BARNES DENNIG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $33,932 | — | — | — | — |
| 2023 | $41,420 | $13,843 | $8,153 | — | — |
| 2022 | $35,794 | — | — | — | $35,794 |