Plan Ledger DOL Form 5500 · updated monthly

Keymark-Kasson & Keller, Inc.401(k)

KEYMARK-KASSON & KELLER INC. 401K PLAN · FONDA, NY · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Keymark-Kasson & Keller, Inc. reported $53,200 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $1,060 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 2 years on file its reported administrative ratio rose from 0.31% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,774th-largest of 5,648 plans among New York employers on file, and the 6,605th of 13,661 in manufacturing. In 2024, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,856,762
Participants with balances481
Active participants808
Employer contributions$856,230
Employee contributions$1,571,149
Employer contribution per active participant$1,060
Average account balance$35,045
Benefits paid to participants$534,406
Plan auditUnmodified (clean) audit opinion
AuditorTEAL BECKER & CHIARAMONTE
Plan history3
Yearassets · accounts · employer contribution
2024$16.9M · 481 accts · $856K emplr
2023$13.2M · 348 accts · $747K emplr
2022$10.3M · 396 accts · $617K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,187
Investment management$38,013
Total administrative$53,200
The Keymark-Kasson & Keller, Inc. 401(k) match · 2024
Employer contribution per active participant$1,060
Median for plans this size$2,416
2024$1,060 per active participant
2023$946 per active participant
2022$790 per active participant

Keymark-Kasson & Keller, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$38,013
ADP, INC. · Loan processing · Recordkeeping$15,187
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Bank of America / Merrill
2023ADP, Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$53,200 · 0.35%
2023$42,346 · 0.36%
2022$32,255 · 0.31%
Similar plansManufacturing · New York
Tmp Technologies, Inc. NY$17.5M · 0.10%
Transonic Systems Inc. NY$17.5M · 0.01%
Roland Foods, LLC NY$16.8M · 0.63%
Adaptec Solutions, LLC NY$16.7M · 0.15%
Hammer Packaging Corp. NY$16.5M · 0.07%
Comfort Window Co., Inc. NY$16.4M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141490078 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.