Plan Snapshot
- Plan Sponsor: Keyes Motors, INC.
- Sponsor EIN: 952539242
- Sponsor Address: 20539 VENTURA BLVD, WOODLAND HILLS, CA, 91364
- Plan Type: 401(k)
- Total Participants: 441
- Total Assets: $84.0M
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 | 441 | $84.0M | $1.4M | $2.8M |
| 2023 | 412 | $74.5M | $1.3M | $2.5M |
| 2022 | 443 | $63.8M | $1.2M | $2.3M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $83,728 | — | $83,728 |
| HOLTHOUSE, CARLIN AND VAN TRIGT,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
- HOLTHOUSE, CARLIN AND VAN TRIGT,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,728
- Estimated Expense Ratio: 0.100% 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 | $83,728 | $6,614 | — | — | — |
| 2023 | $83,967 | $17,601 | — | — | — |
| 2022 | $63,033 | — | — | — | — |