Keller Management Services 401(k) match, vesting and fees
What Keller Management Services' 401(k) plan says about matching contributions
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.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Citrin Cooperman & Company LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 98 defined-contribution plans in construction with 1,000 to 4,999 participants.
| Keller Management Services: employer contribution per participant | $2,961 | |
| Peer median | $3,042 |
| Keller Management Services: average balance | $89,829 | |
| Peer median | $88,965 |
| Keller Management Services: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.18% |
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 $290M at the end of plan year 2021 to $355M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 4,249 | $355M | $11.7M | $2,961 | 0.08% | Not published | Form 5500 ↗ |
| 2024 | 3,923 | $312M | $10.8M | $2,916 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 5,587 | $290M | $10.1M | $2,699 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 3,735 | $254M | $11.6M | $3,113 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 3,658 | $290M | $7.8M | $2,346 | 0.09% | Not published | Form 5500 ↗ |
Other Keller Management Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Keller North America Prevailing Wage Retirement Plan
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.
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Keller Management Services match 401(k) contributions?
The match terms for the Keller North America Retirement Savings Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $11.7M in employer contributions, about $2,961 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Keller Management Services 401(k) match vested?
The vesting schedule for the Keller North America Retirement Savings Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Keller Management Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is Keller Management Services, LLC.
I left Keller Management Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Keller Management Services, LLC, (410) 551-8200) or the recordkeeper, Empower Annuity Insurance Company. The Keller Management Services old 401(k) page lists the contacts from every plan filing. Find an old Keller Management Services 401(k)
Data from the public Form 5500 annual reports Keller Management Services 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 Management Services. Not financial advice. Report a correction · Methodology