J. J. Keller & Associates, Inc. 401(k) Plan: Login, Facts & Contact Information

J. J. Keller & Associates, Inc. 401(k) Plan Facts

Plan name
J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
J. J. KELLER & ASSOCIATES, INC.
Participants
2,331 (1,840 active employees)
Former employees with a balance
432
Plan assets
$173,198,753 at Dec 31, 2024
Average account balance
$77,046 across 2,248 accounts
Employer contributions
$3,401,538 in plan year 2024 (21% of all contributions)
Recordkeeper
Oneamerica Retirement Services, Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
May 1, 1988
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $16.6 million went into the plan in contributions, $3.40 million of it from the employer (21%).
  • $17.0 million was paid out to participants.
  • Investment and other income added $18.7 million.
  • Administrative expenses were $240,968, about $107 per account.

How the J. J. Keller & Associates, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,622$119.7 million$902,574$9.69 million
20201,730$132.1 million$1.00 million$13.2 million
20211,854$155.8 million$1.12 million$7.67 million
20222,092$130.2 million$1.29 million$16.8 million
20232,220$155.2 million$1.37 million$10.9 million
20242,331$173.2 million$3.40 million$17.0 million

J. J. Keller & Associates, Inc. 401(k) Contact Information

Phone
920-967-7169
Mailing address
3003 W. BREEZEWOOD LANE, NEENAH WI 54957
Plan sponsor
J. J. KELLER & ASSOCIATES, INC.
Employer identification number (EIN)
39-0957377
Plan number
002

Questions about the J. J. Keller & Associates, Inc. 401(k)

Does J. J. Keller & Associates, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.40 million, 21% of all contributions.

Does the J. J. Keller & Associates, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the J. J. Keller & Associates, Inc 401(k) plan?

2,331 participants at the start of plan year 2024, 1,840 of them active employees, and 432 former employees who still had money in the plan.

What is the average 401(k) balance at J. J. Keller & Associates, Inc?

About $77,046 per account: $173.2 million in plan assets across 2,248 accounts with a balance at the end of plan year 2024.

Who manages the J. J. Keller & Associates, Inc 401(k) accounts?

OneAmerica Financial (listed on the filing as ONEAMERICA RETIREMENT SERVICES, LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at J. J. Keller & Associates, Inc. How do I access my 401(k)?

Your account stays with OneAmerica Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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