Plan Ledger DOL Form 5500 · updated monthly

Keller, Schroeder & Associates, IncESOP

KELLER, SCHROEDER & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN · EVANSVILLE, IN · plan year 2025

Reported admin expense ratio · 2025
0.39%

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.

Plan summary
Net assets, end of year$39,070,058
Participants with balances159
Active participants100
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$245,724
Benefits paid to participants$4,705,499
Plan auditUnmodified (clean) audit opinion
AuditorECP ACCOUNTING, INC.
Plan history4
Yearassets · accounts · employer contribution
2025$39.1M · 159 accts
2024$37.8M · 156 accts
2023$38.8M · 149 accts · $224K emplr
2022$38.5M · 146 accts · $243K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$148,097
Total administrative$148,142
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
THOROUGHBRED FINANCIALS · Investment advisory (plan)$83,102

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

Administrative cost history4
2025$148,142 · 0.39%
2024$140,747 · 0.37%
2023$134,078 · 0.35%
2022$133,345 · 0.31%
Same employer
Similar plansProfessional & Technical Services · Indiana
Lochmueller Group, Inc. IN$48.9M · 0.20%
S Tec Group Inc IN$42.1M · 0.28%
Abo Leasing Corporation IN$40.9M · 0.26%
Verista, Inc. IN$39.2M · 0.32%
Beam Longest Neff Inc. IN$37.7M · 0.00%
Ratio States, LLC IN$34.5M · 0.21%
Moser Consulting, Inc. IN$33.8M · 0.03%

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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.