Plan Snapshot
- Plan Sponsor: K & K Veterinary Supply, INC.
- Sponsor EIN: 710659150
- Sponsor Address: 675 LAURA LANE, TONTITOWN, AR, 727701090
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $49.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 147 | $49.8M | $3.6M | $645,557 |
| 2023 | 138 | $41.9M | $2.7M | $588,733 |
| 2022 | 125 | $35.3M | $2.5M | $542,399 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | FINANCIAL ADVISOR | $82,018 | — | $82,018 |
| LINCOLN NATIONAL CORPORATION | RECORDKEEPER | $16,180 | — | $16,180 |
| PIERCE FIRM, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICES — FINANCIAL ADVISOR
- LINCOLN NATIONAL CORPORATION — RECORDKEEPER
- PIERCE FIRM, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,198
- Estimated Expense Ratio: 0.197% 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 | $99,648 | $83,468 | — | — | — |
| 2023 | $76,814 | $74,888 | $1,926 | — | — |
| 2022 | $121,061 | $120,911 | $150 | — | — |