Plan Snapshot
- Plan Sponsor: Keystone Custom Management, LLC
- Sponsor EIN: 823599092
- Sponsor Address: 227 GRANITE RUN DRIVE, LANCASTER, PA, 17601
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $13.2M
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 | 175 | $13.2M | $625,325 | $1.4M |
| 2023 | 170 | $9.9M | $473,677 | $1.1M |
| 2022 | 173 | $7.4M | $437,176 | $1.1M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $21,714 | — | $21,714 |
| SIMON LEVER LLP | NONE | $9,250 | — | $9,250 |
| SIMON LEVER | Auditor | $9,250 | — | $9,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- SIMON LEVER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,214
- Estimated Expense Ratio: 0.305% 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 | $30,964 | — | $21,714 | $9,250 | — |
| 2023 | $26,471 | — | $17,671 | $8,800 | — |
| 2022 | $15,296 | — | $15,296 | — | — |