Keller, Schroeder & Associates, IncESOP
KELLER, SCHROEDER & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN · EVANSVILLE, IN · plan year 2025
Keller, Schroeder & Associates, Inc reported $148,142 in plan administrative expenses for 2025: 0.39% of average plan assets, above the peer median. 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 rose from 0.31% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 345th-largest of 1,562 plans among Indiana employers on file, and the 3,360th of 11,654 in professional & technical services.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 351550894 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.