Plan Snapshot
- Plan Sponsor: Keystone Senior Management Services, INC.
- Sponsor EIN: 300036455
- Sponsor Address: 3965 AIRPORT DRIVE, INDIANAPOLIS, IN, 46254
- Plan Type: 401(k)
- Total Participants: 1,170
- Total Assets: $3.3M
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 | 1,170 | $3.3M | $165,617 | $669,185 |
| 2023 | 1,065 | $2.4M | $103,875 | $497,696 |
| 2022 | 991 | $1.6M | $112,102 | $417,761 |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORD-KEEPER | $7,606 | — | $7,606 |
| BGBC PARTNERS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BGBC PARTNERS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,606
- Estimated Expense Ratio: 0.234% 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 | $7,606 | — | — | — | — |
| 2023 | $6,448 | — | $460 | — | — |
| 2022 | $15,064 | — | $15,064 | — | — |