Plan Ledger DOL Form 5500 · updated monthly

Keystone Engineering Inc.401(k)

KEYSTONE ENGINEERING INC. 401(K) PROFIT SHARING PLAN · MANDEVILLE, LA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Keystone Engineering Inc. reported $107,890 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $2,305 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 0.259%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 136th-largest of 884 plans among Louisiana employers on file, and the 2,969th of 11,654 in professional & technical services. In 2024, employees put in $3.55 for every $1.00 the employer contributed; active participation has grown from 321 to 498 since 2022.

Plan summary
Net assets, end of year$45,543,166
Participants with balances531
Active participants498
Employer contributions$1,148,052
Employee contributions$4,077,561
Employer contribution per active participant$2,305
Average account balance$85,769
Benefits paid to participants$3,579,422
Plan auditUnmodified (clean) audit opinion
AuditorCARR, RIGGS, INGRAM
Plan history3
Yearassets · accounts · employer contribution
2024$45.5M · 531 accts · $1.1M emplr
2023$37.8M · 473 accts · $797K emplr
2022$31.0M · 415 accts · $645K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,190
Investment management$97,700
Total administrative$107,890
The Keystone Engineering Inc. 401(k) match · 2024
Employer contribution per active participant$2,305
Median for plans this size$2,416
2024$2,305 per active participant
2023$1,782 per active participant
2022$2,008 per active participant

Keystone Engineering Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$35,769
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (plan)$97,700

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$107,890 · 0.26%
2023$86,380 · 0.25%
2022$84,134 · 0.26%
Same employer
Similar plansProfessional & Technical Services · Louisiana
Deutsch Kerrigan L.L.P. LA$46.7M · 0.04%
Levingston Group, LLC LA$46.0M · 0.00%
Canal HR, Inc. LA$45.9M · 0.05%
Delmar Systems, Inc. LA$42.6M · 0.24%
T. Baker Smith, LLC. LA$40.0M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721125126 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.