# Keystone Custom Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/keystone-custom-management-llc-401k-plan

> Keystone Custom Management, LLC's 401(k) plan: 175 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [SIMON LEVER](https://planprovider.pro/provider/simon-lever-llc) — 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|—|—|

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

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