Plan Ledger DOL Form 5500 · updated monthly

Keller Management Services, LLC401(k)

KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN · HANOVER, MD · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Keller Management Services, LLC reported $273,339 in plan administrative expenses for 2024: 0.09% of average plan assets, above the peer median. Employer contributions averaged $3,334 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 0.091%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 56th-largest of 1,671 plans among Maryland employers on file, and the 226th of 5,337 in construction. In 2024, employees put in $1.57 for every $1.00 the employer contributed; active participation has grown from 2,906 to 3,226 since 2022.

Plan summary
Net assets, end of year$312,201,559
Participants with balances3,688
Active participants3,226
Employer contributions$10,755,726
Employee contributions$16,844,150
Employer contribution per active participant$3,334
Average account balance$84,653
Benefits paid to participants$39,229,995
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$312.2M · 3,688 accts · $10.8M emplr
2023$290.0M · 3,742 accts · $10.1M emplr
2022$254.3M · 3,735 accts · $11.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$171,782
Investment management$57,650
Total administrative$273,339
The Keller Management Services, LLC 401(k) match · 2024
Employer contribution per active participant$3,334
Median for plans this size$4,294
2024$3,334 per active participant
2023$2,045 per active participant
2022$4,001 per active participant

Keller Management Services, LLC's 2024 employer contribution ran below the $4,294 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 · 20243
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$57,650
CITRIN COOPERMAN & COMPANY LLP$22,575

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

Administrative cost history3
2024$273,339 · 0.09%
2023$225,609 · 0.08%
2022$237,809 · 0.09%
Same employer
Similar plansConstruction · Maryland
Structural Group Inc. MD$187.7M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521691496 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.