Plan Snapshot
- Plan Sponsor: K & G Petroleum, LLC
- Sponsor EIN: 364513700
- Sponsor Address: 7671 SHAFFER PARKWAY, LITTLETON, CO, 80127
- Plan Type: 401(k)
- Total Participants: 525
- Total Assets: $2.1M
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 | 525 | $2.1M | $162,947 | $324,288 |
| 2023 | 645 | $1.7M | $154,400 | $265,031 |
| 2022 | 629 | $1.0M | $133,772 | $241,087 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
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 | $9,645 | — | — | — | — |
| 2023 | $18,203 | — | $18,203 | — | — |
| 2022 | $12,527 | — | $12,527 | — | — |