Plan Snapshot
- Plan Sponsor: Keystone Consolidated Industries, INC.
- Sponsor EIN: 370364250
- Sponsor Address: 7000 SW ADAMS STREET, PEORIA, IL, 61641
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $35.7M
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 | 231 | $35.7M | $1.1M | $2.2M |
| 2023 | 430 | $41.3M | $1.3M | $2.6M |
| 2022 | 397 | $41.5M | $1.3M | $2.3M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP | Investment Advisor | $82,811 | — | $82,811 |
| THE FINWAY GROUP, LLC | Other Service Provider | $61,822 | — | $61,822 |
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $55,239 | — | $55,239 |
| CLIFTONLARSON ALLEN LLP | Auditor | $25,725 | — | $25,725 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $20,909 | — | $20,909 |
| WELLTH ADVISORY SERVICES | Investment Advisor | $14,888 | — | $14,888 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSON ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $261,394
- Estimated Expense Ratio: 0.732% 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 | $249,064 | — | $249,064 | — | — |
| 2023 | $137,258 | — | $137,258 | — | — |
| 2022 | $184,420 | — | — | — | $184,420 |