# Keystone Pacific Property Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/keystone-pacific-property-management-llc-401k-plan

> Keystone Pacific Property Management, LLC's 401(k) plan: 383 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Keystone Pacific Property Management, LLC

- **Sponsor EIN:** 814443112

- **Sponsor Address:** 16775 VON KARMAN AVE, IRVINE, CA, 926064966

- **Plan Type:** 401(k)

- **Total Participants:** 383

- **Total Assets:** $16.5M

## 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|383|$16.5M|$400,114|$1.2M|

| 2023|273|$13.5M|$348,845|$987,074|

| 2022|272|$11.2M|$299,297|$835,651|

## 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|

| SAGEVIEW ADVISORY GROUP LLC|ADVISOR|$34,974|—|$34,974|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$29,570|—|$29,570|

| PENSION ASSURANCE LLP|ACCOUNTANT/AUDITOR|$12,250|—|$12,250|

| STRATEGIC ADVISORS, INC.|ADVISOR|$10,028|—|$10,028|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SAGEVIEW ADVISORY GROUP LLC](https://planprovider.pro/provider/sageview-advisory-group) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $86,822

- **Estimated Expense Ratio:** 0.527% 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|$86,822|$45,002|—|$12,250|—|

| 2023|$73,722|$34,790|—|$12,000|—|

| 2022|$74,467|$3,882|—|—|—|

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

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