Plan Ledger DOL Form 5500 · updated monthly

Keeps Corporation401(k)

KEEPS INC 401(K) PROFIT SHARING PLAN & TRUST · RICHARDSON, TX · plan year 2024

Reported admin expense ratio · 2024
0.97%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Keeps Corporation reported $51,011 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,581 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.79% to 0.97%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (3,681st of 5,688), and 9,150th of 11,654 in professional & technical services. In 2024, employees put in $2.76 for every $1.00 the employer contributed; active participation has grown from 162 to 238 since 2022.

Plan summary
Net assets, end of year$6,653,843
Participants with balances188
Active participants238
Employer contributions$376,360
Employee contributions$1,039,132
Employer contribution per active participant$1,581
Average account balance$35,393
Benefits paid to participants$198,371
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 188 accts · $376K emplr
2023$3.8M · 160 accts · $302K emplr
2022$2.5M · 133 accts · $222K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,011
Total administrative$51,011
The Keeps Corporation 401(k) match · 2024
Employer contribution per active participant$1,581
Median for plans this size$1,313
2024$1,581 per active participant
2023$1,419 per active participant
2022$1,369 per active participant

Keeps Corporation's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TRI-AD ACTUARIES, INC · Contract administrator · Recordkeeping$50,839

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024TRI-AD ACTUARIES, INC
2023Paychex

This plan has changed recordkeepers within these filings. If you left Keeps Corporation before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$51,011 · 0.97%
2023$23,263 · 0.73%
2022$19,152 · 0.79%
Similar plansProfessional & Technical Services · Texas
Omega 365 USA Inc TX$6.7M · 0.12%
Medici Technologies, LLC TX$6.6M · 0.79%
Worksoft, Inc. TX$6.5M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561887993 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.