Plan Snapshot
- Plan Sponsor: Keysource Acquisition, LLC
- Sponsor EIN: 812071364
- Sponsor Address: 7820 PALACE DRIVE, CINCINNATI, OH, 45249
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $9.9M
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 | 152 | $9.9M | $481,480 | $910,921 |
| 2023 | 160 | $7.9M | $447,329 | $823,336 |
| 2022 | 135 | $6.0M | $435,431 | $872,130 |
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 |
|---|---|---|---|---|
| FIRST FINANCIAL BANK NA | Investment Advisor | $34,141 | — | $34,141 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $30,928 | — | $30,928 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,069
- Estimated Expense Ratio: 0.656% 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 | $69,709 | $38,781 | — | — | — |
| 2023 | $56,089 | $33,574 | — | — | — |
| 2022 | $62,159 | $2,546 | — | — | — |