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Original filing (PDF)20251014122251NAL0005810130001
KEY ENVIRONMENTAL INC
Form 5500
FILING_RECEIVED
KEY ENVIRONMENTAL INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
121
Plan assets (EOY)
$24.7M
Net assets (EOY)
$24.7M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEY ENVIRONMENTAL INC.
Plan sponsor
Name
KEY ENVIRONMENTAL INC
EIN
25-1758570
Address
200 THIRD AVE · CARNEGIE, PA · 15106
Phone
(412) 279-3363
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HABENICHT NOVAK & BIRCKBICHLER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLEGHENY INVESTMENTS LTD | — | PITTSBURGH, PA | BROKER/ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KLINE KEPPEL & KORYAK. PC | — | PITTSBURGH, PA | CONTRACT ADMIN | $1K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
25 direct securities · 1 pooled fund· $24.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$24.3M
25 holdings
Common Collective Trust
$578K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Invmt Co of America R4 Empower Retirement 1RICEX | — | — | $1.9M | $2.4M | 9.8% | |
| PRIMECAP Odyssey Aggressive Growth Empower Retirement 1POAGX | — | — | $1.8M | $2.1M | 8.6% | |
| American Funds Growth Fund of Amer R4 Empower Retirement 1AFGF4 | — | — | $1.5M | $1.9M | 7.8% | |
| Diamond Hill Large Cap Inv Empower Retirement 1DHLAX | — | — | $1.2M | $1.5M | 6.0% | |
| Fidelity Advisor New Insights A Empower Retirement 1FNIAX | — | — | $1.1M | $1.5M | 5.9% | |
| American Funds New Perspective R4 Empower Retirement 1AFNP4 | — | — | $1.0M | $1.3M | 5.3% | |
| Empower Lifetime 2055 Fund Svc Empower Retirement 1MX55A1 | — | — | $1.2M | $1.3M | 5.3% | |
| American Funds EuroPacific Gr R4 Empower Retirement 1AFEP4 | — | — | $1.2M | $1.3M | 5.3% | |
| Metropolitan West Total Return Bond M Empower Retirement 1MWTRX | — | — | $1.2M | $1.2M | 4.9% | |
| Thornburg Investment Income Builder R4 Empower Retirement 1TIBGX | — | — | $928K | $1.1M | 4.5% | |
| American Century Mid Cap Value A Empower Retirement 1ACLAX | — | — | $1.1M | $1.0M | 4.2% | |
| MFS New Discovery Value R3 Empower Retirement 1NDVTX | — | — | $837K | $994K | 4.0% | |
| Empower Lifetime 2025 Fund Svc Empower Retirement 1MX25A1 | — | — | $967K | $951K | 3.8% | |
| Virtus Duff & Phelps Real Estate Sec A Empower Retirement 1PHRAX | — | — | $928K | $763K | 3.1% | |
| Meridian Small Cap Growth A Great West Life 1MSGAX | — | — | $662K | $599K | 2.4% | |
| FPA New Income Empower Retirement 1FPNIX | — | — | $599K | $589K | 2.4% | |
| KEY GUARANTEED PORTFOLIO FUND EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Common Collective Trust | — | $511K | $578K | 2.3% | |
| Loomis Sayles Strategic Income A Empower Retirement 1NEFZX | — | — | $617K | $540K | 2.2% | |
| Empower Lifetime 2015 Fund Svc Empower Retirement 1MX15A1 | — | — | $525K | $512K | 2.1% | |
| Janus Henderson Overseas A Empower Retirement 1JDIAX | — | — | $490K | $511K | 2.1% | |
| MFS International New Discovery A Empower Retirement 1MIDAX | — | — | $498K | $474K | 1.9% | |
| American Funds SMALLCAP World R4 Empower Retirement 1RSLEX | — | — | $352K | $423K | 1.7% | |
| Empower Lifetime 2035 Fund Svc Empower Retirement 1MX35A1 | — | — | $379K | $379K | 1.5% | |
| Thornburg Developing World R5 Empower Retirement 1THDRX | — | — | $380K | $333K | 1.3% | |
| Voya Small Cap Growth Fund A Empower Retirement 1VWYFX | — | — | $269K | $309K | 1.3% | |
| Empower Lifetime 2045 Fund Svc Empower Retirement 1MX45A1 | — | — | $219K | $222K | 0.9% |
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