Keller North America Retirement Savings Profit Sharing Plan — Form 5500 plan (Keller Management Services, LLC)

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, Keller North America Retirement Savings Profit Sharing Plan is a benefit plan reported by Keller Management Services, LLC under EIN 52-1691496 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,735 participants and $290,007,723 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Keller Management Services, LLC
EIN
52-1691496
Plan number
001
Plan type
2
Location
Hanover, MD
Latest filing year
2023
Participants
3,735
End-of-year plan assets
$290,007,723

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,735H, C20241010154356NAL0020459377001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$290,007,723
Total liabilities (EOY)
$0
Net assets (EOY)
$290,007,723
Net assets (BOY)
$254,347,404

Income & contributions

Employer contributions
$10,101,494
Participant contributions
$15,573,252
Total contributions
$26,045,464
Total income / additions
$63,375,871

Expenses & distributions

Benefits paid
$27,377,335
Administrative expenses
$225,609
Total expenses
$27,715,552
Net increase / (decrease)
$35,660,319

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$165,282$02023
Kestra Advisory Services LLCNONE$57,176not reported in the loaded dataset2023

Related Form 5500 pages