Plan Snapshot
- Plan Sponsor: The Keyes Company
- Sponsor EIN: 590897518
- Sponsor Address: 2121 SW 3RD AVENUE, MIAMI, FL, 33219
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $7.7M
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 | 175 | $7.7M | $86,100 | $594,945 |
| 2023 | 199 | $7.6M | $90,534 | $564,464 |
| 2022 | 174 | $6.5M | $98,670 | $547,079 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $52,727 | $5,061 | $31,512 | — | — |
| 2023 | $36,625 | $550 | $33,078 | — | — |
| 2022 | $37,142 | $14,264 | $20,627 | — | — |