Plan Snapshot
- Plan Sponsor: Keystone Engineering INC.
- Sponsor EIN: 721125126
- Sponsor Address: 1100 WEST CAUSEWAY APPROACH, MANDEVILLE, LA, 70471
- Plan Type: 401(k)
- Total Participants: 498
- Total Assets: $45.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 498 | $45.5M | $1.1M | $4.1M |
| 2023 | 447 | $37.8M | $796,692 | $3.2M |
| 2022 | 321 | $31.0M | $644,590 | $2.5M |
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 |
|---|---|---|---|---|
| CARR, RIGGS, INGRAM | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $107,890 | $97,700 | $10,190 | — | — |
| 2023 | $86,380 | $78,890 | $7,490 | — | — |
| 2022 | $84,134 | — | $84,134 | — | — |