# Utility/Keystone Trailer Sales, INC 401(k) Plan
Source: https://planprovider.pro/companies/utility-keystone-trailer-sales-inc-401k-plan

> Utility/Keystone Trailer Sales, INC's 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Utility/Keystone Trailer Sales, INC

- **Sponsor EIN:** 232063625

- **Sponsor Address:** 1976 AUCTION ROAD, MANHEIM, PA, 17545

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

- **Total Participants:** 131

- **Total Assets:** $13.5M

## 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|131|$13.5M|$279,998|$1.0M|

| 2023|129|$11.9M|$279,734|$949,691|

| 2022|112|$10.0M|$272,983|$880,300|

## 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|

| FULTON BANK N.A|NONE|$52,932|—|$52,932|

| SIMON LEVER|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SIMON LEVER](https://planprovider.pro/provider/simon-lever-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,932

- **Estimated Expense Ratio:** 0.392% 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|$52,151|$41,676|—|—|—|

| 2023|$49,412|—|—|—|—|

| 2022|$55,595|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/utility-keystone-trailer-sales-inc-401k-plan)

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