Plan Snapshot
- Plan Sponsor: Key Environmental INC
- Sponsor EIN: 251758570
- Sponsor Address: 200 THIRD AVE, CARNEGIE, PA, 15106
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $24.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 99 | $24.7M | $252,941 | $705,374 |
| 2023 | 100 | $22.1M | $323,497 | $837,380 |
| 2022 | 184 | $21.0M | $422,199 | $973,190 |
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 |
|---|---|---|---|---|
| ALLEGHENY INVESTMENTS LTD | Investment Advisor | — | $72,477 | $72,477 |
| KLINE KEPPEL & KORYAK. PC | Other Service Provider | $1,090 | $5,000 | $6,090 |
| EMPOWER ADVISORY GROUP LLC | Investment Advisor | $5,556 | — | $5,556 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,123
- Estimated Expense Ratio: 0.340% 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 | $5,694 | — | $5,694 | — | — |
| 2023 | $5,282 | — | $5,282 | — | — |
| 2022 | $5,024 | — | $5,024 | — | — |