# Keystone Agency Partners LLC 401(k) Plan
Source: https://planprovider.pro/companies/keystone-agency-partners-llc-401k-plan

> Keystone Agency Partners LLC's 401(k) plan: 1,757 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/keystone-agency-partners-llc-401k-plan)

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