How big is Keller Technology Corporation's plan?

Keller Technology Corporation's plan reported $49.4M in assets and 152 participants for 2024.

Original filing (PDF)20251001085514NAL0005837155001

Keller Technology Corporation

Name: Keller Technology Corporation — The Keller Technolog, Form 5500 (2024)
Creator: Keller Technology Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Keller Technology Corporation 401(k) Retirement Plan

401(k) retirement plan · Keller Technology Corporation's The Keller Technology Corporation 401(k) Retirement Plan held $49.4M in plan assets for 152 participants in 2024, with Empower as recordkeeper.

Signals · 2

25% in single holdingHigh average account balance

Active participants

152

Accounts w/ balance

227

Plan assets (EOY)

$49.4M

Net assets (EOY)

$49.4M

People on this filing

Daniel J. Dirrigl, CFO signed Keller Technology Corporation's 2024 Form 5500 as plan administrator.

Daniel J. Dirrigl, CFO — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Keller Technology Corporation's EIN is 16-0719390.

EIN 16-0719390

Plan number 003

Plan year 2024

ACK ID 20251001085514NAL0005837155001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Keller Technology Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Keller Technology Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLER TECHNOLOGY CORPORATION.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (97th percentile).

Plan sponsor

Name

KELLER TECHNOLOGY CORPORATION

EIN

all filings

Address

P.O. BOX 103 · BUFFALO, NY · 142170103

Phone

(716) 818-3784

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$81K	—

Investments

29 direct securities· $49.4M(100% of reported assets)

Other securities

$23.8M

7 holdings

Mutual Funds

$19.9M

17 holdings

Common Collective Trusts

$5.3M

2 holdings

Bonds / Notes

$179K

1 holding

Common Stocks

$76K

2 holdings

					% of plan
Prudential Guaranteed interest account	Other securities	—	—	$12.6M	25.4%
JP Morgan JP Morgan Large Cap Growth R6	Other securities	—	—	$7.6M	15.4%
Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$4.9M	9.9%
American Funds American Funds 2035 Target Date Retire R6	Mutual Funds	—	—	$3.2M	6.5%
American Funds American Funds 2040 Target Date Retire R6	Mutual Funds	—	—	$2.5M	5.1%
JP Morgan JP Morgan US Research Enhanced Equity R6	Other securities	—	—	$2.3M	4.7%
American Funds American Funds 2025 Target Date Retire R6	Mutual Funds	—	—	$2.0M	4.0%
American Funds American Funds 2030 Target Date Retire R6	Mutual Funds	—	—	$1.8M	3.7%
Janus Henderson Janus Henderson Enterprise N	Mutual Funds	—	—	$1.6M	3.2%
American Funds American Funds 2045 Target Date Retire R6	Mutual Funds	—	—	$1.4M	2.8%
American Funds American Funds 2020 Target Date Retire R6	Mutual Funds	—	—	$1.3M	2.6%
American Funds American Funds 2050 Target Date Retire R6	Mutual Funds	—	—	$1.0M	2.1%
American Funds American Funds 2055 Target Date Retire R6	Mutual Funds	—	—	$843K	1.7%
American Funds American Funds 2015 Target Date Retire R6	Mutual Funds	—	—	$717K	1.5%
American Funds American Funds 2060 Target Date Retire R6	Mutual Funds	—	—	$701K	1.4%
MFS International Diversification R6	Mutual Funds	—	—	$701K	1.4%
Janus Henderson Janus Henderson Venture N	Mutual Funds	—	—	$672K	1.4%
Vanguard Small Cap Index Admiral	Mutual Funds	—	—	$608K	1.2%
MFS Mid Cap Value R6	Mutual Funds	—	—	$536K	1.1%
JP Morgan JP Morgan Equity Income R6	Other securities	—	—	$510K	1.0%
Vanguard Mid Cap Index Fund - Admiral	Common Collective Trusts	—	—	$453K	0.9%
Prudential Government Income PGIM Government Income R6	Other securities	—	—	$413K	0.8%
Prudential Government Income PGIM Total Return Bond R6	Other securities	—	—	$297K	0.6%
Vanguard Developed Markets Index Admiral	Mutual Funds	—	—	$261K	0.5%
Keller Technology Corporation 401(k) Retirement Plan Notes receivable from participants with interest rates ranging from 4.25% - 9.50%	Bonds / Notes	—	—	$179K	0.4%
American Funds American Funds 2010 Target Date Retire R6	Mutual Funds	—	—	$103K	0.2%
Allspring Special Small Cap Value R6	Other securities	—	—	$93K	0.2%
Prudential Common Stock	Common Stocks	—	—	$61K	0.1%
New England Life Insurance Company Life Insurance Contracts	Common Stocks	—	—	$15K	<0.1%