Plan Snapshot
- Plan Sponsor: Keystone Consolidated Industries
- Sponsor EIN: 370364250
- Sponsor Address: 7000 SW ADAMS, PEORIA, IL, 61641
- Plan Type: DB
- Total Participants: 241
- Total Assets: $368.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 241 | $368.6M | $0 | $0 |
| 2023 | 366 | $387.7M | $0 | $0 |
| 2022 | 390 | $374.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| INCOME RESEARCH & MANAGEMENT INC. | INVESTMENT MGMT | $401,156 | — | $401,156 |
| NEPC, LLC | INVESTMENT MGMT | $229,147 | — | $229,147 |
| MILLIMAN, INC. | ACTUARIAL, RECORDKEEPER | $129,168 | — | $129,168 |
| US BANK | TRUSTEE | $84,870 | — | $84,870 |
| CLIFTONLARSONALLEN LLP | ACCOUNTING | $35,430 | — | $35,430 |
| STATE STREET GLOBAL ADVISORS | INVESTMENT ADVISORY | $23,506 | — | $23,506 |
| WELLTH ADVISORY SERVICES LLC | INVESTMENT MGMT | $10,417 | — | $10,417 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEPC, LLC — INVESTMENT MGMT
- MILLIMAN, INC. — ACTUARIAL, RECORDKEEPER
- CLIFTONLARSONALLEN LLP — ACCOUNTING
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $913,694
- Estimated Expense Ratio: 0.248% 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 | $1,161,688 | $521,384 | — | $35,430 | — |
| 2023 | $1,679,474 | $1,126,491 | — | $48,700 | — |
| 2022 | $1,540,999 | $634,594 | — | — | $107,669 |