Plan Snapshot
- Plan Sponsor: Keymark-Kasson & Keller, INC.
- Sponsor EIN: 141490078
- Sponsor Address: 1188 CAYADUTTA STREET, FONDA, NY, 12068
- Plan Type: 401(k)
- Total Participants: 808
- Total Assets: $16.9M
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 | 808 | $16.9M | $856,230 | $1.6M |
| 2023 | 790 | $13.2M | $747,310 | $1.5M |
| 2022 | 781 | $10.3M | $616,674 | $1.3M |
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 |
|---|---|---|---|---|
| TEAL BECKER & CHIARAMONTE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEAL BECKER & CHIARAMONTE — 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 | $53,200 | $38,013 | — | — | — |
| 2023 | $42,346 | $29,646 | — | — | — |
| 2022 | $32,255 | — | — | — | — |