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  2. Keller, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Health & Benefits plans

Filings through Oct 24, 2026.

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Keller, Inc.

EIN 39-0971348-construction-Latest filing 2025
Plans
3
Retirement
2
$241.4M assets
Health & Benefits
1
$110K premiums
Participants
924
N216 STATE ROAD 55, PO BOX 620 - KAUKAUNA, WI 54130920-766-5795kellerbuilds.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$198.5M - 325 part#001401(k)-$42.9M - 317 part#501Mixed-$110K - 264 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $241.4M assets / 642 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN & TRUST (#002)$198.5M
  • 401(K) RETIREMENT Savings (#001)$42.9M
Total $241.4MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$198.5M
  • ASSOCIATED TRUST COMPANY, N.A.$42.9M
Total $241.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)325
  • 401(K) RETIREMENT Savings (#001)317
Total 642Select a row to open it

Benefits portfolio analytics

1 plan / $110K premiums / 264 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$39K
  • Other$39K
  • Short-term disability$27K
  • Vision$25K
  • Health$19K
Total $110K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

KELLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

ESOP

Assets$198.5M
Participants325
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

KELLER, INC. 401(K) RETIREMENT SAVINGS PLAN

401(k)

Assets$42.9M
Participants317
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

KELLER INC. GROUP INSURANCE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$110K
Covered lives264
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002KELLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUSTESOP$198.5M3252025
#001KELLER, INC. 401(K) RETIREMENT SAVINGS PLAN401(k)$42.9M3172025
  • KELLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST$198.5M
    #002 · ESOP · 2025325
  • KELLER, INC. 401(K) RETIREMENT SAVINGS PLAN$42.9M
    #001 · 401(k) · 2025317

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501KELLER INC. GROUP INSURANCE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$110K2642025
  • KELLER INC. GROUP INSURANCE PLAN$110K
    #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025264
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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