Plan Snapshot
- Plan Sponsor: Keylink Holdings, LLC
- Sponsor EIN: 203293066
- Sponsor Address: 600 W. VIRGINIA STR -SUITE 300, MILWAUKEE, WI, 53204
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $7.4M
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 | 97 | $7.4M | $315,770 | $880,525 |
| 2023 | 125 | $5.9M | $329,914 | $923,922 |
| 2022 | 102 | $3.7M | $283,640 | $795,695 |
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 |
|---|---|---|---|---|
| VRAKAS S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS S.C. — Auditor
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 | $51,760 | $7,253 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |