Plan Snapshot
- Plan Sponsor: Battery Outfitters INC
- Sponsor EIN: 431411668
- Sponsor Address: PO BOX 215, GOLDEN, MO, 656580215
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $4.3M
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 | 112 | $4.3M | $210,870 | $333,444 |
| 2023 | 124 | $3.5M | $180,327 | $266,046 |
| 2022 | 110 | $2.8M | $156,346 | $244,571 |
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 |
|---|---|---|---|---|
| KPM CPAS, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPM CPAS, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $27,879 | $19,533 | $8,346 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |