# Keystone Senior Management Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/keystone-senior-management-services-inc-401k-plan

> Keystone Senior Management Services, INC.'s 401(k) plan: 1,170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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