Plan5500

Keolis America, Inc. 401(K) Savings Plan — Form 5500 plan (Keolis)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Keolis America, Inc. 401(K) Savings Plan is a benefit plan reported by Keolis under EIN 26-1413441 and plan number 003. The latest loaded filing year is 2023. The filing reports 5,362 participants and $249,267,106 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Keolis
EIN
26-1413441
Plan number
003
Plan type
3
Location
Boston, MA
Latest filing year
2023
Participants
5,362
End-of-year plan assets
$249,267,106

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,362H, C20250210103714NAL0009046307001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$249,267,106
Total liabilities (EOY)
$0
Net assets (EOY)
$249,267,106
Net assets (BOY)
$215,707,566

Income & contributions

Employer contributions
$3,587,293
Participant contributions
$20,677,559
Total contributions
$25,607,871
Total income / additions
$61,965,218

Expenses & distributions

Benefits paid
$27,776,649
Administrative expenses
$433,396
Total expenses
$28,405,678
Net increase / (decrease)
$33,559,540

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$276,953not reported in the loaded dataset2023
Sageview Advisory Group LLCINVESTMENT ADVISOR$75,551not reported in the loaded dataset2023
Caron & Bletzer, PllcACCOUNTANT/AUDITOR$30,400not reported in the loaded dataset2023

Related Form 5500 pages