Plan Snapshot
- Plan Sponsor: Keystone Turbine Services, LLC
- Sponsor EIN: 453938849
- Sponsor Address: 495 LAKE MIRROR ROAD, ATLANTA, GA, 30349
- Plan Type: 401(k)
- Total Participants: 251
- Total Assets: $17.7M
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 | 251 | $17.7M | $590,624 | $1.1M |
| 2023 | 176 | $13.2M | $327,040 | $635,991 |
| 2022 | 54 | $3.6M | $138,931 | $212,508 |
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 | $27,308 | — | $27,308 |
| EMPOWER ANNUITY INSURANCE COMPANY | INVESTMENT ADVISOR | $17,660 | — | $17,660 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,968
- Estimated Expense Ratio: 0.254% 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 | $48,422 | $21,114 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |