Plan Snapshot
- Plan Sponsor: Keyence Corporation Of America
- Sponsor EIN: 330087345
- Sponsor Address: 500 PARK BLVD. SUITE 200, ITASCA, IL, 60143
- Plan Type: 401(k)
- Total Participants: 1,662
- Total Assets: $169.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,662 | $169.0M | $5.5M | $13.4M |
| 2023 | 1,631 | $136.4M | $4.7M | $11.3M |
| 2022 | 1,329 | $106.7M | $3.8M | $9.4M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $151,081 | — | $151,081 |
| WELLS FARGO ADVISORS | INVESTMENT ADVISORY | $41,250 | — | $41,250 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $192,331
- Estimated Expense Ratio: 0.114% 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 | $192,827 | $41,217 | $151,610 | — | — |
| 2023 | $165,067 | $45,462 | $119,605 | — | — |
| 2022 | $137,208 | $31,900 | $105,308 | — | — |