Plan Ledger DOL Form 5500 · updated monthly

Key Point Health Services, Inc.403(b)

KEY POINT HEALTH SERVICES, INC. RETIREMENT PLAN · ABERDEEN, MD · plan year 2024

Reported admin expense ratio · 2024
0.39%

Key Point Health Services, Inc. reported $24,718 in plan administrative expenses for 2024: 0.39% of average plan assets, below 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 2 years on file its reported administrative ratio rose from 0.36% to 0.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Maryland (1,170th of 1,671), and 2,064th of 3,341 in other services. active participation has shrunk from 252 to 143 since 2022.

Plan summary
Net assets, end of year$6,630,104
Participants with balances140
Active participants143
Employer contributions—
Employee contributions$268,864
Employer contribution per active participant—
Average account balance$47,358
Benefits paid to participants$376,839
Plan auditDisclaimer of opinion
AuditorKAWGE&F, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 140 accts
2023$6.0M · 145 accts
2022$5.5M · 154 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,255
Investment management$313
Total administrative$24,718
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
MORGAN STANLEY SMITH BARNEY LLCindirect comp

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$24,718 · 0.39%
2023$21,651 · 0.38%
2022$21,489 · 0.36%
Similar plansOther Services · Maryland
Abilities Network, Inc. MD$7.6M · 0.04%
Naf MD$6.1M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521310095 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.