Plan Snapshot
- Plan Sponsor: Keystone Marketing Holdings, LLC
- Sponsor EIN: 832597003
- Sponsor Address: 200 EAST RANDOLPH STREET, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 731
- Total Assets: $77.2M
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 | 731 | $77.2M | $2.2M | $8.0M |
| 2023 | 723 | $60.7M | $2.2M | $7.0M |
| 2022 | 750 | $46.8M | $1.9M | $6.6M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | $2,000 | — | $2,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,000
- Estimated Expense Ratio: 0.003% 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 | $147,028 | $61,621 | — | $2,000 | — |
| 2023 | $121,130 | $56,935 | — | — | — |
| 2022 | $111,849 | $3,713 | — | — | — |