Keller Brothers 401(k) match, vesting and fees

Plan year 2025 filingKeller Brothers, Inc. 401(k) Plan · Plan 001 · EIN 52-1011611Updated Oct 2026

What Keller Brothers' 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $345K in employer contributions, about $2,831 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$72,974
Average account balance
307
Participants (end of year)
$8.9M
Plan assets (end of year)
0.11%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperJohn Hancock Life Insurance CompanySchedule C ↗
Independent auditorEllin & Tucker (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 1,392 defined-contribution plans in construction with 100 to 499 participants.

Keller Brothers: employer contribution per participant$2,831
Peer median$2,501
Keller Brothers: average balance$72,974
Peer median$71,471
Keller Brothers: admin expenses ÷ assets0.11%
Peer median0.39%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $4.7M at the end of plan year 2021 to $8.9M at the end of plan year 2025.

$4.7M2021$4.7M2022$6.3M2023$7.9M2024$8.9M2025
End-of-year figures from each plan year's Form 5500 filing for the Keller Brothers plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025307$8.9M$345K$2,8310.11%Not publishedForm 5500 ↗
2024255$7.9M$331K$2,7140.07%Not publishedForm 5500 ↗
2023269$6.3M$323K$2,7860.02%Not publishedForm 5500 ↗
2022230$4.7M$263K$2,5000.03%Not publishedForm 5500 ↗
2021206$4.7M$220K$2,4490.05%Not publishedForm 5500 ↗

Common questions

Does Keller Brothers match 401(k) contributions?

The match terms for the Keller Brothers, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $345K in employer contributions, about $2,831 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Keller Brothers 401(k) match vested?

The vesting schedule for the Keller Brothers, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Keller Brothers 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is John Hancock Life Insurance Company. The plan administrator is Keller Brothers, Inc..

I left Keller Brothers. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Keller Brothers, Inc., (301) 607-9300) or the recordkeeper, John Hancock Life Insurance Company. The Keller Brothers old 401(k) page lists the contacts from every plan filing. Find an old Keller Brothers 401(k)

Data from the public Form 5500 annual reports Keller Brothers filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Keller Brothers. Not financial advice. Report a correction · Methodology