Plan Snapshot
- Plan Sponsor: Keycorp
- Sponsor EIN: 346542451
- Sponsor Address: 127 PUBLIC SQUARE, CLEVELAND, OH, 44114
- Plan Type: 401(k)
- Total Participants: 17,385
- Total Assets: $4.1B
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 17,385 | $4.1B | $101.2M | $146.5M |
| 2023 | 17,635 | $3.7B | $99.8M | $147.8M |
| 2022 | 19,118 | $3.3B | $84.1M | $138.7M |
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 |
|---|---|---|---|---|
| MEADEN & MOORE, LTD. | Auditor | $36,360 | — | $36,360 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEADEN & MOORE, LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,360
- Estimated Expense Ratio: 0.001% of plan assets
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 | $5,211,613 | $4,505,664 | — | $36,360 | — |
| 2023 | $6,357,687 | $3,906,533 | $6,000 | $30,480 | — |
| 2022 | $4,226,894 | $3,338,923 | — | — | $887,971 |