Plan Snapshot
- Plan Sponsor: K & B Pharmacy Associates, INC.
- Sponsor EIN: 264434287
- Sponsor Address: 2521 HUNTINGTON DRIVE, SAN MARINO, CA, 91108
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $12.7M
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 | 230 | $12.7M | $705,702 | $1.1M |
| 2023 | 213 | $9.8M | $512,354 | $927,770 |
| 2022 | 177 | $7.3M | $369,681 | $658,424 |
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 |
|---|---|---|---|---|
| MAURER, GRAF & RIVERA, LLP | Auditor | — | — | $0 |
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 | $11,423 | $11,423 | — | — | — |
| 2023 | $9,707 | $9,707 | — | — | — |
| 2022 | $10,371 | $10,371 | — | — | — |