# The Kellen Company 401(k) Plan
Source: https://planprovider.pro/companies/the-kellen-company-401k-plan

> The Kellen Company's 401(k) plan: 158 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Kellen Company

- **Sponsor EIN:** 362607505

- **Sponsor Address:** 529 14TH STREET, NW, WASHINGTON, DC, 20045

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

- **Total Participants:** 158

- **Total Assets:** $14.4M

## 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.|

| 2024|158|$14.4M|$144,340|$1.1M|

| 2023|156|$13.2M|$136,946|$1.0M|

| 2022|172|$13.1M|$135,453|$1.1M|

## 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|

| MORGAN STANLEY|INVESTMENT ADVISORY-PLAN|$32,587|—|$32,587|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$26,670|—|$26,670|

| WILLIAMS, BENATOR & LIBBY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISORY-PLAN

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [WILLIAMS, BENATOR & LIBBY, LLP](https://planprovider.pro/provider/williams-benator-and-libby-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $59,257

- **Estimated Expense Ratio:** 0.410% 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|$59,257|$32,587|—|—|—|

| 2023|$57,912|$31,836|—|—|—|

| 2022|$60,426|$33,737|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-kellen-company-401k-plan)

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