Plan Snapshot
- Plan Sponsor: K Line Logisticsu.S.A. Inco
- Sponsor EIN: 112514027
- Sponsor Address: 145-68 228TH ST.,, SPRINGFIELD GARDENS, NY, 114133934
- Plan Type: 401(k)
- Total Participants: 411
- Total Assets: $9.0M
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 | 411 | $9.0M | $116,701 | $571,253 |
| 2023 | 99 | $8.2M | $128,446 | $505,926 |
| 2022 | 91 | $7.1M | $109,068 | $410,126 |
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 |
|---|---|---|---|---|
| GOLDEN EAGLE CAPITAL ADVISORS INC. | INVESTMENT/FINANCIAL ADVI | $18,299 | — | $18,299 |
| ADP, INC. | RECORD KEEPER | $5,116 | — | $5,116 |
| AC CPA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- AC CPA PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,415
- Estimated Expense Ratio: 0.259% 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 | $46,759 | $18,299 | — | — | — |
| 2023 | $36,675 | $13,611 | $23,064 | — | — |
| 2022 | $41,607 | $19,613 | $21,994 | — | — |