Plan Ledger DOL Form 5500 · updated monthly

Keller and Heckman LLP401(k)

KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Keller and Heckman LLP reported $86,981 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $12,050 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 3 years on file its reported administrative ratio has held roughly steady near 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 106th-largest of 618 plans among District of Columbia employers on file, and the 1,760th of 11,654 in professional & technical services. In 2024, employees put in $1.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$84,600,999
Participants with balances165
Active participants127
Employer contributions$1,530,325
Employee contributions$2,085,210
Employer contribution per active participant$12,050
Average account balance$512,733
Benefits paid to participants$1,284,149
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$84.6M · 165 accts · $1.5M emplr
2023$70.8M · 164 accts · $1.4M emplr
2022$63.9M · 172 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,432
Investment management$37,549
Total administrative$86,981
The Keller and Heckman LLP 401(k) match · 2024
Employer contribution per active participant$12,050
Median for plans this size$3,635
2024$12,050 per active participant
2023$11,562 per active participant
2022$11,046 per active participant

Keller and Heckman LLP's 2024 employer contribution ran above the $3,635 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 · 20242
NEWPORT GROUP, INC. · Recordkeeping · Loan processing$49,432
RAYMOND JAMES AND ASSOCIATES · Investment advisory (plan)$37,200

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$86,981 · 0.11%
2023$78,462 · 0.12%
2022$79,244 · 0.12%
Same employer
Similar plansProfessional & Technical Services · District of Columbia
Buckley LLP DC$95.9M · 0.01%
Chemonics Holdings, Inc. DC$88.4M · 0.00%
Van Ness Feldman, LLP DC$85.3M · 0.02%
Hwg LLP DC$72.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520743156 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.