Plan Snapshot
- Plan Sponsor: Keystone College
- Sponsor EIN: 240795441
- Sponsor Address: ONE COLLEGE GREEN, LA PLUME, PA, 18440
- Plan Type: 403(b)
- Total Participants: 117
- Total Assets: $33.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 117 | $33.6M | $0 | $248,798 |
| 2023 | 127 | $33.7M | $0 | $287,839 |
| 2022 | 130 | $31.2M | $0 | $329,231 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS | Other Service Provider | $31,250 | — | $31,250 |
| TIAA | Recordkeeper | $15,457 | — | $15,457 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,707
- Estimated Expense Ratio: 0.139% 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 | $46,803 | $31,250 | $106 | — | — |
| 2023 | $38,676 | $25,000 | — | — | — |
| 2022 | $31,564 | $18,750 | — | — | — |