Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Keystone Consolidated Industries › plan 011
The Employee 401(k) Retirement Plan - Keystone Consolidated Industries, Inc.
- Sponsor Keystone Consolidated Industries
- Plan number 011
- Plan year 2024
- $10-50M in assets
- single-employer
Administrative expenses excluding investment management, per participant · The Employee 401(k) Retirement Plan - Keystone Consolidated Industries, Inc. · plan year 2024
$703.57
Higher than 99% of the 24,371 plans $10 to 50M that report it.
Source
= $249,064 / 354
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251007170743NAL0008603440001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007170743NAL0008603440001, received 2025-10-07
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-07.
Cost and contributions
Administrative expenses per participant
$703.57
Higher than 98% of the 25,098 plans $10 to 50M that report it.
Source
= $249,064 / 354
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007170743NAL0008603440001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007170743NAL0008603440001, received 2025-10-07
Administrative expenses as a share of assets
0.697%
Higher than 94% of the 25,132 plans $10 to 50M that report it.
Source
= $249,064 / $35,732,520
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007170743NAL0008603440001, received 2025-10-07
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251007170743NAL0008603440001, received 2025-10-07
Employer contributions per participant
$3,080
Higher than 74% of the 24,050 plans $10 to 50M that report it.
Source
= $1,090,494 / 354
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007170743NAL0008603440001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007170743NAL0008603440001, received 2025-10-07
Employer share of total contributions
31.0%
Higher than 61% of the 24,084 plans $10 to 50M that report it.
Source
= $1,090,494 / $3,520,606
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007170743NAL0008603440001, received 2025-10-07
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251007170743NAL0008603440001, received 2025-10-07
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251007170743NAL0008603440001, received 2025-10-07
Full record, The Employee 401(k) Retirement Plan - Keystone Consolidated Industries, Inc.
| Field | Value | Source |
|---|---|---|
| Plan sponsor | KEYSTONE CONSOLIDATED INDUSTRIES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Plan name | THE EMPLOYEE 401(K) RETIREMENT PLAN - KEYSTONE CONSOLIDATED INDUSTRIES, INC. | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Sponsor EIN / plan number | 37-0364250 / 011 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Sponsor location | PEORIA, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Industry (business code) | 331110, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Filing received | 2025-10-07 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Participants, beginning of year | 494 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Active participants | 231 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Participants, end of year | 386 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Participants with an account balance | 354 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Total assets, beginning of year | $41,337,799 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Total assets, end of year | $35,732,520 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Net assets, end of year | $35,732,520 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Total income | $7,606,560 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Net income | $-5,402,668 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Employer contributions | $1,090,494 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Participant contributions | $2,187,722 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Other contributions (incl. rollovers) | $242,390 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Total contributions | $3,520,606 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Benefit payments | $12,760,164 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Total expenses (incl. benefit payments) | $13,009,228 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Total administrative expenses | $249,064 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Contract administrator fees | $249,064 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Administrative expenses excluding investment management | $249,064 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Held in common/collective trusts | $3,280,400 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Held in mutual funds | $28,215,839 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251007170743NAL0008603440001, received 2025-10-07 |
| Independent auditor | CLIFTONLARSONALLEN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251007170743NAL0008603440001, received 2025-10-07 |
Position = column in the DOL layout for form year 2024. Filing 20251007170743NAL0008603440001, received 2025-10-07.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP | INVESTMENT MGMT | 28 Investment management | $82,811 | no |
| THE FINWAY GROUP, LLC | CONTRACT ADMIN | 13 Contract administrator | $61,822 | no |
| EMPOWER ANNUITY INS CO OF AMERICArecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $55,239 | yes |
| CLIFTONLARSON ALLEN LLP | AUDITOR | 10 Accounting (including auditing) | $25,725 | no |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $20,909 | no |
| WELLTH ADVISORY SERVICES | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $14,888 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251007170743NAL0008603440001, received 2025-10-07.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $41,337,799 | $35,732,520 | -13.6% |
| Participants with a balance | 483 | 354 | -26.7% |
| Administrative expenses | $137,258 | $249,064 | 81.5% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $1,343,918 | $1,090,494 | -18.9% |
Prior filing 20250117105019NAL0050648082001, received 2025-01-17; the plan years are contiguous.