Original filing (PDF)20251002143016NAL0000591137001

KEY BENEFIT ADMINISTRATORS

Name: KEY BENEFIT ADMINISTRATORS — KEY FAMILY 401K PLAN, Form 5500 (2024)
Creator: KEY BENEFIT ADMINISTRATORS

Form 5500

FILING_RECEIVED

KEY FAMILY 401K PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

393

Accounts w/ balance

410

Plan assets (EOY)

$21.6M

Net assets (EOY)

$21.6M

How this plan invests

This plan

162 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (7 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEY BENEFIT ADMINISTRATORS.

Plan sponsor

Name

KEY BENEFIT ADMINISTRATORS

EIN

35-1450364

Address

11100 USA PARKWAY, SUITE 3300 · FISHERS, IN · 46037

Phone

(317) 284-7100

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BARNES DENNIG

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMNBUS, OH	INVESTMENT ADVISORY	$3K	—
PROACCOUNT	73-0988442	COLUMBUS, OH	INVESTMENT ADVISORY	$3K	—
ACTIVE-PASSIVE/IRON-CO-FID-ORTH	26-2409128	SHAWNEE MISSION, KS	ADVISOR	$3K	—
BRADLEY RAY	—	INDIANAPOLIS, IN	INVESTMENT ADVISORY	$334	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
FUTUREPLAN BY ASCENSUS	82-3719843	INDIANAPOLIS, IN	TPA	$5K	—

Investments

162 direct securities· $21.6M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Free Index 2025	—	—	—	$2.7M	12.3%
Fidelity Free Index 2030	—	—	—	$2.6M	11.9%
Fidelity Free Index 2015	—	—	—	$2.3M	10.5%
Nationwide Fixed Select Contract	—	—	—	$1.3M	6.2%
Fidelity Free Index 2035	—	—	—	$1.3M	5.9%
State Street Balanced Index Fund - Class K	—	—	—	$1.2M	5.4%
Fidelity Free Index 2040	—	—	—	$1.0M	4.7%
Fidelity Free Index 2045	—	—	—	$961K	4.4%
Fidelity 500 Index	—	—	—	$836K	3.9%
Putnam Growth Opportunity Y	—	—	—	$805K	3.7%
Fidelity Free Index 2020	—	—	—	$572K	2.6%
AB Large Cap Growth I	—	—	—	$521K	2.4%
Principal MidCap R6	—	—	—	$443K	2.0%
Fidelity Free Index 2050	—	—	—	$414K	1.9%
Fidelity Large Cap Value Index	—	—	—	$340K	1.6%
Vanguard WNDSR Admiral	—	—	—	$334K	1.5%
Fidelity Free Index 2055	—	—	—	$333K	1.5%
DFA Intl Lgcap Gr	—	—	—	$321K	1.5%
Participant loans	—	—	$0	$250K	1.2%
Victory Syc Established Value I	—	—	—	$225K	1.0%
Fidelity Free Index 2060	—	—	—	$168K	0.8%
Baird Corporate Plus Bond	—	—	—	$131K	0.6%
Harbor Capital Appreciation Institutional	—	—	—	$118K	0.5%
Fidelity Small Cap Index	—	—	—	$110K	0.5%
Nationwide Geneva Small Cap Growth	—	—	—	$86K	0.4%
Fidelity Total Market Index	—	—	—	$80K	0.4%
Fidelity International Index	—	—	—	$78K	0.4%
PIMCO International Bdusdlrhdginst	—	—	—	$68K	0.3%
Nationwide S&P 500 Index Institutional	—	—	—	$62K	0.3%
Nuveen Large Cap Growth Index Fund - Class R6 +	—	—	—	$61K	0.3%
American Funds Inflation Linked Bond R6	—	—	—	$59K	0.3%
Vanguard Total International Stock Index Admiral	—	—	—	$58K	0.3%
Blackrock Strategic Income Opportunity I	—	—	—	$58K	0.3%
PIMCO Income Institutional	—	—	—	$57K	0.3%
T Rowe Price Dividend Growth	—	—	—	$54K	0.3%
Dodgecox International Stock	—	—	—	$51K	0.2%
Fidelity Mid Cap Index	—	—	—	$51K	0.2%
Vanguard Wlsly Income Admiral	—	—	—	$50K	0.2%
Goldman Sachs Gqgptnrintloppr RG	—	—	—	$50K	0.2%
Artisan International Value	—	—	—	$49K	0.2%
Fidelity Large Cap Growth Index	—	—	—	$47K	0.2%
American Funds New World R6	—	—	—	$47K	0.2%
Nationwide Loomis All Cap Growth R6	—	—	—	$46K	0.2%
Avantis US Large Cap Value	—	—	—	$45K	0.2%
Vanguard Total International Bond Index Admiral	—	—	—	$45K	0.2%
JPMorgan Large Cap Growth A	—	—	—	$43K	0.2%
JPMorgan Equity Income A	—	—	—	$40K	0.2%
Vanguard Inflation Protected Sec Admiral	—	—	—	$40K	0.2%
Avantis Emerging Markets Equity Fund - Inst Class	—	—	—	$39K	0.2%
Fidelity Emerging Market Index	—	—	—	$38K	0.2%
Federated Hermes Government Obligations Fund	—	—	—	$35K	0.2%
Fidelity US Bond Index	—	—	—	$34K	0.2%
Cohenstrs Real Estate	—	—	—	$33K	0.2%
PGIM Total Return Bond R6	—	—	—	$33K	0.2%
Federated Hermes Strategic Value Dividend Fund Institutional	—	—	—	$32K	0.1%
Legg Mason Western Assets Core Bond I	—	—	—	$32K	0.1%
Lord Abbett Floating Rate	—	—	—	$31K	0.1%
Baron Partners Fund	—	—	—	$28K	0.1%
Vanguard Emerging Market Stock Index Admiral	—	—	—	$28K	0.1%
MFS Midcap Growth	—	—	—	$25K	0.1%
Diamon Hill Mid Cap	—	—	—	$24K	0.1%
Federated Hermes Hildbd	—	—	—	$24K	0.1%
Blackrock High Yield Bond Port K	—	—	—	$23K	0.1%
Vanguard US Grand Admiral	—	—	—	$23K	0.1%
Principal Global Real Estate R6	—	—	—	$22K	0.1%
T Rowe Price Health Sciences Fund	—	—	—	$22K	0.1%
Legal & General Commo. Strategy Fund - Inst Shares	—	—	—	$21K	<0.1%
Columbia Convertible Securities	—	—	—	$20K	<0.1%
Virtus Seix Core Bond A	—	—	—	$19K	<0.1%
Fidelity Multi Asset Index	—	—	—	$19K	<0.1%
PIMCO Real Return	—	—	—	$19K	<0.1%
Vanguard 500 Index Fund	—	—	—	$18K	<0.1%
Invesco Health Care Y	—	—	—	$18K	<0.1%
Vanguard Grand Admiral	—	—	—	$17K	<0.1%
Nationwide International Small Cap Rg	—	—	—	$15K	<0.1%
Fidelity Free Index 2010	—	—	—	$14K	<0.1%
Loomis Sayles Bond Admin	—	—	—	$14K	<0.1%
Fidelity Free Idex Inst Prime	—	—	—	$14K	<0.1%
Vanguard Explore Admiral	—	—	—	$13K	<0.1%
Fidelity Advisor Growth Opportunities Fund Class A	—	—	—	$13K	<0.1%
Avantis US Small Cap Value	—	—	—	$13K	<0.1%
Vanguard Midcap Index Fund	—	—	—	$13K	<0.1%
Vanguard Total Bond Market Index Admiral	—	—	—	$13K	<0.1%
Allspring Precious Metals Fund	—	—	—	$13K	<0.1%
Allspring Growth Fund	—	—	—	$12K	<0.1%
Janus Henderson Global Life Sciences I	—	—	—	$11K	<0.1%
Ab Global Bond Fund - Class Z	—	—	—	$11K	<0.1%
Columbia Dividend Income	—	—	—	$10K	<0.1%
Oakmark International Fund Investor	—	—	—	$10K	<0.1%
Janus Henderson Global Technology and Innovation N	—	—	—	$9K	<0.1%
Morgan Stanley Insight I	—	—	—	$9K	<0.1%
PIMCO Stock Plus International Hedge	—	—	—	$9K	<0.1%
Fidelity Free Index 2065	—	—	—	$9K	<0.1%
Blackrock Title Rtn K	—	—	—	$8K	<0.1%
Victory Nasdaq-100 Index Fund R6 Shares	—	—	—	$8K	<0.1%
DFA US Large Cap Gr	—	—	—	$8K	<0.1%
Lord Abbett International Opportunity A	—	—	—	$8K	<0.1%
Cariln Eagle Small Cap Growth R6	—	—	—	$7K	<0.1%
Baron Fifth Avenue Growth	—	—	—	$7K	<0.1%
Legg Mason ColorBridge Midcap Core	—	—	—	$7K	<0.1%
Nationwide Bond Index Institutional	—	—	—	$7K	<0.1%
Amana Gr Inv	—	—	—	$7K	<0.1%
Nuveen Global Infr R6	—	—	—	$7K	<0.1%
Vanguard Stock Market Index Fund	—	—	—	$6K	<0.1%
Vanguard Real Estate Index Admiral	—	—	—	$6K	<0.1%
Davis Opportunity	—	—	—	$6K	<0.1%
Blackrock Is Rslsmmdcapindx K	—	—	—	$5K	<0.1%
AQR International Defensive Style Fund Class I	—	—	—	$5K	<0.1%
Blackrock Health Science Opportunities Portfolio Investor A	—	—	—	$5K	<0.1%
T Rowe Price Science Tach	—	—	—	$5K	<0.1%
American Funds Investment Company of America R6	—	—	—	$5K	<0.1%
Columbia Global Technology Fund - Institutional Class	—	—	—	$5K	<0.1%
Fidelity Select Technology Portfolio	—	—	—	$5K	<0.1%
PIMCO Total Return Institutional	—	—	—	$4K	<0.1%
PGIM Short-term Corporate Bond	—	—	—	$4K	<0.1%
JPMorgan SMID Cap Equity A	—	—	—	$4K	<0.1%
Vanguard Extended Market Index Admiral	—	—	—	$4K	<0.1%
Fidelity Real Estate Index	—	—	—	$3K	<0.1%
Invesco Opportunity Gold & Special Minerals Fund Y	—	—	—	$3K	<0.1%
Morgan Stanley Inception I	—	—	—	$3K	<0.1%
American Funds Euro Pacific Growth R6	—	—	—	$3K	<0.1%
Fidadv Enrgy I +	—	—	—	$3K	<0.1%
Eaton Vance Government Opportunities A	—	—	—	$3K	<0.1%
PIMCO Short-term Institutional	—	—	—	$3K	<0.1%
Morgan Stanley Growth I	—	—	—	$3K	<0.1%
DFA Comdty Strat Inst	—	—	—	$2K	<0.1%
DWS RREEF Real Estate Securities Fund Institutional	—	—	—	$2K	<0.1%
Fidelity Environment And Alternative Energy Fund	—	—	—	$2K	<0.1%
Wf Prec Mtls	—	—	—	$2K	<0.1%
Goldman Sachs Short Duration Government Institutional	—	—	—	$2K	<0.1%
Allspring Utility and Telecommunications Fund	—	—	—	$2K	<0.1%
Vanguard Utility Index Admiral	—	—	—	$2K	<0.1%
American Funds New Prospect R6	—	—	—	$2K	<0.1%
JPMorgan Mid Cap Growth A	—	—	—	$2K	<0.1%
Fidelity Inflation Protected Bond	—	—	—	$2K	<0.1%
Invesco American Franchise Y	—	—	—	$2K	<0.1%
American Funds Growth Fund of America R6	—	—	—	$2K	<0.1%
Baron Growth Fund Institutional	—	—	—	$2K	<0.1%
Virtus NFJ Mic Cap Value	—	—	—	$2K	<0.1%
Legg Mason BW Global Opportunity Bond A	—	—	—	$2K	<0.1%
Calvert Equity I	—	—	—	$2K	<0.1%
Goldman Sachs US Mortgages Institution	—	—	—	$2K	<0.1%
American Funds New Economy R6	—	—	—	$2K	<0.1%
American Funds Small Cap World R6	—	—	—	$2K	<0.1%
Goldman Sachs High Quality Floating Rate Fund	—	—	—	$2K	<0.1%
Van Eck International Investors Gold	—	—	—	$2K	<0.1%
TCW Total Return Bond	—	—	—	$2K	<0.1%
Davis Financial Y Fund	—	—	—	$1K	<0.1%
Macquarie Emerging Markets Equity - Inst +	—	—	—	$1K	<0.1%
Federated Hermes MDT Small Cap Growth Fund Institutional	—	—	—	$1K	<0.1%
Allspring Adjustable Rate Government Institutional	—	—	—	$1K	<0.1%
T Rowe Price Small Cap Value	—	—	—	$1K	<0.1%
Macquarie Climate Solutions Fund - Cl R6 +	—	—	—	$883	<0.1%
Van Eck Global Research	—	—	—	$714	<0.1%
Victory Fund For Income I	—	—	—	$566	<0.1%
American Century Inflation Adjusted Bond R5	—	—	—	$549	<0.1%
DFA Emerging Market Core Equity	—	—	—	$387	<0.1%
PGIM Jennison Natural Resources	—	—	—	$312	<0.1%
Allspring Discovery SMID Cap Growth Fund	—	—	—	$283	<0.1%
PIMCO Commodity	—	—	—	$232	<0.1%
AB Global Bond I	—	—	—	$151	<0.1%
Fidadv Free Inc A	—	—	—	$22	<0.1%