Plan Snapshot
- Plan Sponsor: Keybridge Technologies LLC
- Sponsor EIN: 481279879
- Sponsor Address: 4411 HIGHLINE BOULEVARD, OKLAHOMA CITY, OK, 731081899
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 91 | $6.3M | $71,682 | $261,759 |
| 2023 | 50 | $6.0M | $71,135 | $264,671 |
| 2022 | 147 | $5.2M | $71,592 | $274,160 |
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 |
|---|---|---|---|---|
| FORMAN & LEATHERS P.C | 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 | $39,514 | — | — | — | — |
| 2023 | $47,338 | — | — | — | — |
| 2022 | $58,214 | — | — | — | $35,654 |