Plan Ledger DOL Form 5500 · updated monthly

Keller Management,Llc401(k)

KELLER MANAGEMENT 401(K) & PROFIT SHARING PLAN · CENTERVILLE, UT · plan year 2022

Reported admin expense ratio · 2022
0.83%

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

Keller Management,Llc reported $3,304 in plan administrative expenses for 2022: 0.83% of average plan assets, below the peer median. Employer contributions averaged $1,195 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Utah (820th of 848), and 2,020th of 2,096 in real estate & leasing. In 2022, employees put in $1.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$583,799
Participants with balances93
Active participants139
Employer contributions$166,051
Employee contributions$215,067
Employer contribution per active participant$1,195
Average account balance$6,277
Benefits paid to participants$26,056
Plan auditDisclaimer of opinion
AuditorSKIDMORE & OLAUSSON, PLLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,304
Total administrative$3,304
The Keller Management,Llc 401(k) match · 2022
Employer contribution per active participant$1,195
Median for plans this size$331

Keller Management,Llc's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,304 · 0.83%
Same employer
Similar plansReal Estate & Leasing · Utah
Homie Technology Inc. UT$1.8M · 2.36%
Everest Realty Group UT$825K · 0.63%
Forty Two, LLC PA$611K · 0.71%
Odin Management LLC PA$588K · 1.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870678813 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.