Plan Snapshot
- Plan Sponsor: Keystone Technologies International, LLC
- Sponsor EIN: 301010708
- Sponsor Address: 2750 MORRIS ROAD, LANSDALE, PA, 19446
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $5.8M
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. |
|---|---|---|---|---|
| 2023 | 189 | $5.8M | $472,532 | $826,374 |
| 2022 | 194 | $3.7M | $272,312 | $560,954 |
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 |
|---|---|---|---|---|
| AMPLIUS WEALTH ADVISORS LLC | Investment Advisor | $30,350 | — | $30,350 |
| THE VANGUARD GROUP | Other Service Provider | $29,630 | — | $29,630 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,980
- Estimated Expense Ratio: 1.026% 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 |
|---|---|---|---|---|---|
| 2023 | $31,640 | $15,175 | $14,815 | — | — |
| 2022 | $27,780 | $11,939 | $15,461 | — | $380 |