Plan Snapshot
- Plan Sponsor: Cp Kelco U.S., INC.
- Sponsor EIN: 510400757
- Sponsor Address: 5450 PRAIRIE STONE PARKWAY, HOFFMAN ESTATES, IL, 60192
- Plan Type: 401(k)
- Total Participants: 330
- Total Assets: $29.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 330 | $29.9M | $715,608 | $1.4M |
| 2023 | 243 | $27.1M | $627,866 | $1.2M |
| 2022 | 209 | $23.9M | $617,076 | $1.2M |
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 |
|---|---|---|---|---|
| EISNER AMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNER AMPER LLP — 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 | $31,221 | — | — | — | — |
| 2023 | $16,987 | — | $16,987 | — | — |
| 2022 | $15,371 | — | $14,346 | — | — |