# Key Lakes, INC. DC Plan
Source: https://planprovider.pro/companies/key-lakes-inc-plan-001

> Key Lakes, INC.'s DC plan: 190 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/berkowitz-pollack-brant) — 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|—|—|

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