Plan Snapshot
- Plan Sponsor: General Kinematics Corporation
- Sponsor EIN: 362435662
- Sponsor Address: 5050 RICKERT ROAD, CRYSTAL LAKE, IL, 60014
- Plan Type: 401(k)
- Total Participants: 265
- Total Assets: $50.5M
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 | 265 | $50.5M | $603,563 | $2.2M |
| 2023 | 233 | $42.0M | $520,510 | $2.0M |
| 2022 | 208 | $36.7M | $198,972 | $1.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $39,269 | — | $39,269 |
| ROTHSCHILD INVESTMENT CORP | ADVISOR | $22,048 | — | $22,048 |
| MILLER COOPER & CO LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MILLER COOPER & CO LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,317
- Estimated Expense Ratio: 0.121% 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 | $61,317 | $22,048 | — | — | — |
| 2023 | $53,849 | $18,920 | — | — | — |
| 2022 | $56,870 | — | — | — | — |