Plan Snapshot
- Plan Sponsor: Keystone Powdered Metal Company
- Sponsor EIN: 251635401
- Sponsor Address: 251 STATE STREET 18TH FLOOR, ST. MARY S, PA, 15857
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $1.1M | $2.4M |
| 2023 | 646 | $50.2M | $1.2M | $2.3M |
| 2022 | 573 | $43.9M | $915,684 | $2.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $124,722 | — | $124,722 |
| CAPFINANCIAL PARTNERS LLC | NONE | $16,958 | — | $16,958 |
| BORIS BENIC AND ASSOCIATES LLP | NONE | $15,076 | — | $15,076 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $156,756
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 | $120,269 | $14,955 | — | $26,493 | — |
| 2023 | $73,884 | $8,480 | $57,467 | $7,538 | — |
| 2022 | $107,109 | $18,243 | $32,507 | — | $7,175 |