Plan Ledger DOL Form 5500 · updated monthly

Keith & Associates, Inc.401(k)

KEITH AND ASSOCIATES, INC. 401(K) PLAN · POMPANO BEACH, FL · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Keith & Associates, Inc. reported $18,996 in plan administrative expenses for 2024: 0.31% of average plan assets, below the peer median. Employer contributions averaged $2,535 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 fell from 0.53% to 0.31%. 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 Florida (2,158th of 3,644), and 9,037th of 11,654 in professional & technical services. In 2024, employees put in $2.01 for every $1.00 the employer contributed; active participation has grown from 162 to 186 since 2022.

Plan summary
Net assets, end of year$7,013,788
Participants with balances155
Active participants186
Employer contributions$471,598
Employee contributions$947,427
Employer contribution per active participant$2,535
Average account balance$45,250
Benefits paid to participants$661,244
Plan auditUnmodified (clean) audit opinion
AuditorCITRIN COOPERMAN & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 155 accts · $472K emplr
2023$5.3M · 157 accts · $442K emplr
2022$4.2M · 130 accts · $361K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,946
Investment management$16,050
Total administrative$18,996
The Keith & Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$2,535
Median for plans this size$1,313
2024$2,535 per active participant
2023$2,524 per active participant
2022$2,229 per active participant

Keith & Associates, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$16,050
ADP, INC. · Recordkeeping$2,946
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Bank of America / Merrill
2023ADP, Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$18,996 · 0.31%
2023$26,583 · 0.56%
2022$23,022 · 0.53%
Same employer
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Puzzle Solutions LLC FL$7.2M · 0.18%
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Medialab Ventures, LLC FL$7.1M · 0.02%
Golden Wolf, LLC FL$6.9M · 0.28%
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Panther Software, LLC FL$6.8M · 0.04%
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Source: U.S. Department of Labor, Form 5500 series, EIN 650806421 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.