Plan Snapshot
- Plan Sponsor: Key Management Company
- Sponsor EIN: 481075300
- Sponsor Address: 7701 E. KELLOGG, SUITE 250, WICHITA, KS, 67207
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 134 | $5.4M | $175,532 | $443,941 |
| 2023 | 156 | $4.9M | $66,952 | $414,067 |
| 2022 | 135 | $4.2M | $54,931 | $396,189 |
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 |
|---|---|---|---|---|
| ROWE & GORGES, LLC | Auditor | — | — | $0 |
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 | $43,712 | — | — | — | — |
| 2023 | $40,002 | — | $40,002 | — | — |
| 2022 | $40,294 | — | $40,294 | — | — |