Plan Snapshot
- Plan Sponsor: Human Kinetics, INC.
- Sponsor EIN: 371064571
- Sponsor Address: 1607 NORTH MARKET STREET, CHAMPAIGN, IL, 61820
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 152
- Total Assets: $20.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 152 | $20.1M | $822,287 | $0 |
| 2023 | 155 | $18.8M | $809,365 | $0 |
| 2022 | 149 | $17.9M | $798,821 | $0 |
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 |
|---|---|---|---|---|
| COZAD ASSET MANAGEMENT | Investment Advisor | — | $57,114 | $57,114 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COZAD ASSET MANAGEMENT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,114
- Estimated Expense Ratio: 0.285% 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 | $17,246 | $16,030 | — | — | — |
| 2023 | $15,569 | $12,563 | — | — | — |
| 2022 | $15,568 | $12,562 | — | — | — |