Plan Ledger DOL Form 5500 · updated monthly

Keller Associates, Inc.401(k)

KELLER ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN · MERIDIAN, ID · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Keller Associates, Inc. reported $77,964 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $2,248 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 0.21% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 106th-largest of 349 plans among Idaho employers on file, and the 5,428th of 11,654 in professional & technical services. In 2024, employees put in $3.40 for every $1.00 the employer contributed; active participation has grown from 155 to 213 since 2022.

Plan summary
Net assets, end of year$20,723,871
Participants with balances223
Active participants213
Employer contributions$478,770
Employee contributions$1,625,719
Employer contribution per active participant$2,248
Average account balance$92,932
Benefits paid to participants$692,126
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.7M · 223 accts · $479K emplr
2023$16.6M · 200 accts · $393K emplr
2022$13.1M · 168 accts · $318K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,331
Investment management$62,633
Total administrative$77,964
The Keller Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$2,248
Median for plans this size$2,416
2024$2,248 per active participant
2023$2,114 per active participant
2022$2,055 per active participant

Keller Associates, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
AMERICAN TRUST COMPANY · Trustee (discretionary) · Contract administrator$15,331
THE ASSET CONSULTING GROUP, INC. · Investment advisory (plan)$62,633

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

Recordkeeper by year2
2024AMERICAN TRUST COMPANY
2023AMERICAN TRUST COMPANY

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

Administrative cost history3
2024$77,964 · 0.42%
2023$91,608 · 0.62%
2022$28,479 · 0.21%
Same employer
Similar plansProfessional & Technical Services · Idaho
Atx Peo Services, Inc. ID$35.3M · 1.15%
Ataraxis, Inc. ID$34.3M · 1.50%
The Internet Truckstop, LLC ID$30.0M · 0.50%
Rimon, P.C. ID$23.3M · 0.01%
Gravity Payments, Inc. ID$15.7M · 0.28%
Dc Engineering, Inc. ID$13.5M · 0.51%
Tackle.Io, Inc. ID$11.3M · 0.45%
Alturas, LLC ID$8.0M · 0.10%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 450574227 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.