Plan Ledger DOL Form 5500 · updated monthly

Keystone Marketing Holdings, LLC401(k)

KEYSTONE MARKETING HOLDINGS, LLC 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Keystone Marketing Holdings, LLC reported $147,028 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $2,980 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 fell from 0.23% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 676th-largest of 3,702 plans among Illinois employers on file, and the 1,890th of 11,654 in professional & technical services. In 2024, employees put in $3.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$77,184,089
Participants with balances1,045
Active participants731
Employer contributions$2,178,335
Employee contributions$8,036,173
Employer contribution per active participant$2,980
Average account balance$73,860
Benefits paid to participants$4,604,982
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$77.2M · 1,045 accts · $2.2M emplr
2023$60.7M · 985 accts · $2.2M emplr
2022$46.8M · 983 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$83,407
Investment management$61,621
Audit (IQPA)$2,000
Total administrative$147,028
The Keystone Marketing Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$2,980
Median for plans this size$3,635
2024$2,980 per active participant
2023$2,987 per active participant
2022$2,531 per active participant

Keystone Marketing Holdings, LLC's 2024 employer contribution ran below the $3,635 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$83,407
CREATIVE PLANNING LLC · Investment advisory (plan)$25,000
MESIROW FINANCIAL · Investment advisory (plan)$25,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,621

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$147,028 · 0.21%
2023$121,130 · 0.23%
2022$111,849 · 0.23%
Same employer
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Kemper CPA Group LLP IL$80.6M · 0.32%
Clausen Miller, P.C. IL$78.4M · 0.02%
V3 Companies, LTD. IL$76.3M · 0.15%
Fgmk, LLC IL$75.6M · 0.00%
Follett Software, LLC IL$75.5M · 0.05%
Avma Life Trust, LLC IL$74.7M · 0.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832597003 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.