# Smith And Keene Electric Service INC. 401(k) Plan
Source: https://planprovider.pro/companies/smith-and-keene-electric-service-inc-540629299-001

> Smith And Keene Electric Service INC.'s 401(k) plan: 51 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smith And Keene Electric Service INC.

- **Sponsor EIN:** 540629299

- **Sponsor Address:** 833 LIVE OAK DRIVE, CHESAPEAKE, VA, 233202601

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 51

- **Total Assets:** $891,647

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2025|51|$891,647|$10,826|$68,592|

| 2024|63|$770,194|$25,039|$129,350|

| 2023|123|$868,914|$26,270|$169,869|

| 2022|153|$655,545|$28,835|$183,036|

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|Other Service Provider|$11,178|$9|$11,187|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $11,187

- **Estimated Expense Ratio:** 1.255% 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|

| 2025|$65,533|—|—|—|—|

| 2024|$15,102|$3,869|$3,924|—|—|

| 2023|$11,383|$2,889|$3,038|—|—|

| 2022|$8,302|$2,165|$2,048|—|$4,089|

## Similar Plans

- [M.C. Dean, INC.](https://planprovider.pro/companies/m-c-dean-inc-401k-plan) — 5,870 participants

- [Mc Dean INC](https://planprovider.pro/companies/mc-dean-inc-540831614-501) — 5,691 participants

- [Colonialwebb Contractors Company, INC.](https://planprovider.pro/companies/colonialwebb-contractors-company-inc-540905215-501) — 1,277 participants

- [Moore'S Electrical & Mechanical Construction, INC.](https://planprovider.pro/companies/moores-electrical-mechanical-construction-inc-401k-plan) — 632 participants

- [Moore'S Electrical & Mechanical Construction, INC.](https://planprovider.pro/companies/moores-electrical-mechanical-construction-inc-plan) — 505 participants

- [Kastle Systems International LLC](https://planprovider.pro/companies/kastle-systems-international-llc-542026653-503) — 503 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/smith-and-keene-electric-service-inc-540629299-001)

© 2026 PlanProvider.Pro