Plan Snapshot
- Plan Sponsor: Keystone Sports And Entertainment LLC
- Sponsor EIN: 262016442
- Sponsor Address: 2501 SEAPORT DRIVE, CHESTER, PA, 19013
- Plan Type: 401(k)
- Total Participants: 335
- Total Assets: $8.3M
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 | 335 | $8.3M | $366,245 | $709,001 |
| 2023 | 298 | $7.1M | $334,832 | $642,938 |
| 2022 | 296 | $5.4M | $275,951 | $550,333 |
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 |
|---|---|---|---|---|
| M HOLDINGS SECURITIES, INC. | NONE | $23,070 | — | $23,070 |
| CPI QUALIFIED PLAN CONSULTANTS, INC | NONE | $11,315 | — | $11,315 |
| TORRILLO & ASSOCIATES LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CPI QUALIFIED PLAN CONSULTANTS, INC — NONE
- TORRILLO & ASSOCIATES LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,385
- Estimated Expense Ratio: 0.413% 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 | $34,385 | $23,070 | $1,677 | — | — |
| 2023 | $20,744 | $19,005 | $1,199 | — | — |
| 2022 | $18,655 | $16,986 | $1,669 | — | — |