# K & D 401(k) Plan
Source: https://planprovider.pro/companies/k-d-401k-plan

> K & D's 401(k) plan: 311 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** K & D

- **Sponsor EIN:** 274860782

- **Sponsor Address:** 4420 SHERWIN RD, WILLOUGHBY, OH, 44094

- **Plan Type:** 401(k)

- **Total Participants:** 311

- **Total Assets:** $3.2M

## 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|311|$3.2M|$45,738|$256,431|

| 2023|292|$2.8M|$39,761|$261,868|

| 2022|299|$2.3M|$41,462|$266,627|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$29,305|—|$29,305|

| MARCUM WEALTH LLC|INVESTMENT ADVISOR|$9,817|—|$9,817|

| CORBETS & ASSOCIATES|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $39,122

- **Estimated Expense Ratio:** 1.237% 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|$41,196|$11,891|—|—|—|

| 2023|$32,861|$12,437|—|$6,402|—|

| 2022|$26,001|$17,683|$8,318|—|—|

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