Plan Snapshot
- Plan Sponsor: K.E.B.D. Enterprises, LLC Dba Belmar Pharmacy
- Sponsor EIN: 204611466
- Sponsor Address: 231 VIOLET STREET, SUITE 140, GOLDEN, CO, 80401
- Plan Type: 401(k)
- Total Participants: 612
- Total Assets: $29.2M
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 | 612 | $29.2M | $1.6M | $2.9M |
| 2023 | 550 | $22.9M | $793,891 | $1.4M |
| 2022 | 182 | $2.9M | $398,104 | $708,233 |
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 |
|---|---|---|---|---|
| SVA CERTIFIED PUBLIC ACCOUNTANTS SC | 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 | $72,446 | — | — | — | — |
| 2023 | $24,979 | — | — | — | — |
| 2022 | — | — | — | — | — |