Plan Snapshot
- Plan Sponsor: Key Point Health Services, INC.
- Sponsor EIN: 521310095
- Sponsor Address: 135 N PARKE STREET, ABERDEEN, MD, 21001
- Plan Type: 403(b)
- Total Participants: 143
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 143 | $6.6M | $0 | $268,864 |
| 2023 | 142 | $6.0M | $0 | $324,120 |
| 2022 | 252 | $5.5M | $0 | $323,158 |
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 |
|---|---|---|---|---|
| KAWGE&F, P.A. | 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 | $24,718 | $313 | $24,255 | — | — |
| 2023 | $21,651 | $243 | $21,258 | — | — |
| 2022 | $21,489 | — | — | — | — |