Plan Snapshot
- Plan Sponsor: Keystone Insurers Group, INC.
- Sponsor EIN: 232263940
- Sponsor Address: 1215 MANOR DR, MECHANICSBURG, PA, 17055
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 151 | $27.5M | $889,843 | $1.9M |
| 2023 | 189 | $26.4M | $571,927 | $1.4M |
| 2022 | 137 | $17.6M | $500,139 | $1.3M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | 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 |
|---|---|---|---|---|---|
| 2025 | $24,196 | — | $23,096 | — | — |
| 2024 | $76,957 | — | — | — | — |
| 2023 | $59,182 | — | — | — | — |
| 2022 | $56,798 | — | $54,198 | — | — |