Plan Snapshot
- Plan Sponsor: Key Lakes, INC.
- Sponsor EIN: 200871186
- Sponsor Address: ONE BALA PLAZA EAST, BALA CYNWYD, PA, 19004
- Plan Type: DC
- Total Participants: 190
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 190 | $9.2M | $93,362 | $374,790 |
| 2023 | 180 | $7.9M | $75,309 | $366,776 |
| 2022 | 77 | $6.5M | $41,861 | $363,710 |
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 |
|---|---|---|---|---|
| BERKOWITZ POLLACK BRANT ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERKOWITZ POLLACK BRANT ADVISORS — 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 | $11,959 | $5,231 | — | — | — |
| 2023 | $392,501 | — | $7,105 | — | — |
| 2022 | $1,021,358 | — | $6,109 | — | — |