Plan Snapshot
- Plan Sponsor: Keystone Agency Partners LLC
- Sponsor EIN: 842940208
- Sponsor Address: 2600 COMMERCE DRIVE, HARRISBURG, PA, 17110
- Plan Type: 401(k)
- Total Participants: 1,757
- Total Assets: $88.5M
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 | 1,757 | $88.5M | $4.2M | $9.2M |
| 2023 | 1,216 | $67.6M | $3.5M | $7.6M |
| 2022 | 828 | $40.5M | $2.3M | $4.8M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | $33,000 | — | $33,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $23,595 | — | $23,595 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $19,848 | — | $19,848 |
| BODWELL VASEK WELLS DESIMONE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,443
- Estimated Expense Ratio: 0.086% 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 | $76,443 | $52,848 | $300 | — | — |
| 2023 | $133,911 | $47,170 | — | — | — |
| 2022 | $56,076 | $504 | — | — | — |