Plan Snapshot
- Plan Sponsor: Keystone Powdered Metal Company
- Sponsor EIN: 251635401
- Sponsor Address: 251 STATE STREET 18TH FLOOR, ST. MARYS, PA, 15857
- Plan Type: 401(k)
- Total Participants: 190
- Total Assets: $8.7M
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 | 190 | $8.7M | $280,798 | $499,880 |
| 2023 | 171 | $8.9M | $285,151 | $414,934 |
| 2022 | 150 | $7.7M | $244,692 | $416,497 |
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 |
|---|---|---|---|---|
| BORIS BENIC AND ASSOCIATES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BORIS BENIC AND ASSOCIATES LLP — Auditor
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 | $55,991 | $4,985 | — | — | — |
| 2023 | $34,935 | $2,827 | $22,171 | $7,538 | — |
| 2022 | $41,634 | $10,876 | $23,653 | — | $7,175 |