Keypath Education, LLC 401(K) Plan — Form 5500 plan (Keypath Education, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Keypath Education, LLC 401(K) Plan is a benefit plan reported by Keypath Education, LLC under EIN 45-3990179 and plan number 001. The latest loaded filing year is 2023. The filing reports 424 participants and $17,959,980 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keypath Education, LLC
- EIN
- 45-3990179
- Plan number
- 001
- Plan type
- 2
- Location
- Schaumburg, IL
- Latest filing year
- 2023
- Participants
- 424
- End-of-year plan assets
- $17,959,980
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 424 | H, C | 20240912150142NAL0005264595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,959,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,959,980
- Net assets (BOY)
- $13,242,964
Income & contributions
- Employer contributions
- $1,276,893
- Participant contributions
- $2,288,736
- Total contributions
- $3,903,234
- Total income / additions
- $6,720,176
Expenses & distributions
- Benefits paid
- $1,906,044
- Administrative expenses
- $97,116
- Total expenses
- $2,003,160
- Net increase / (decrease)
- $4,717,016
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mesirow Financial Investment Manage | INVESTMENT ADVISOR | $42,560 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $34,989 | $0 | 2023 |
| Smith & Howard, Pc | OTHER | $9,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Keypath Education, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Schaumburg, IL
- Mesirow Financial Investment Manage — Schedule C compensation
- Capital Group Retirement Plan Svcs. — Schedule C compensation
- Smith & Howard, Pc — Schedule C compensation