Plan Snapshot
- Plan Sponsor: K&K Industries INC.
- Sponsor EIN: 351316720
- Sponsor Address: 8518 E 550 N, MONTGOMERY, IN, 47558
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $2.9M
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 | 121 | $2.9M | $168,130 | $248,700 |
| 2023 | 118 | $2.2M | $165,769 | $246,603 |
| 2022 | 117 | $1.5M | $168,278 | $254,495 |
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 |
|---|---|---|---|---|
| KRUEGER & ASSOCIATES, CPAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRUEGER & ASSOCIATES, CPAS, LLC — 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 | $2,085 | $2,085 | — | — | — |
| 2023 | $3,117 | $3,117 | — | — | — |
| 2022 | $2,905 | $2,905 | — | — | — |