Plan Snapshot
- Plan Sponsor: Albert Kemperle, INC.
- Sponsor EIN: 112293976
- Sponsor Address: 5050 VETERANS MEMORIAL HIGHWAY, HOLBROOK, NY, 11741
- Plan Type: 401(k)
- Total Participants: 472
- Total Assets: $41.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 472 | $41.4M | $959,805 | $2.1M |
| 2023 | 490 | $36.3M | $723,587 | $2.0M |
| 2022 | 443 | $30.7M | $451,970 | $1.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL NETW | INVESTMENT/FINANCIAL ADVI | $64,759 | — | $64,759 |
| ADP, INC. | RECORD KEEPER | $34,388 | — | $34,388 |
| CARON & BLETZER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- CARON & BLETZER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,147
- Estimated Expense Ratio: 0.240% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $99,147 | $64,759 | — | — | — |
| 2023 | $73,488 | $41,890 | — | — | — |
| 2022 | $69,462 | — | — | — | — |