Plan Snapshot
- Plan Sponsor: K Post Company
- Sponsor EIN: 270073666
- Sponsor Address: PO BOX 540667, DALLAS, TX, 75354
- Plan Type: 401(k)
- Total Participants: 310
- Total Assets: $9.0M
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 | 310 | $9.0M | $350,497 | $658,596 |
| 2023 | 300 | $8.3M | $335,734 | $591,837 |
| 2022 | 308 | $6.4M | $285,548 | $478,343 |
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 |
|---|---|---|---|---|
| BLACKBURN MAY & CO., LLC | 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 | $8,703 | — | $8,703 | — | — |
| 2023 | $6,258 | — | $6,258 | — | — |
| 2022 | $6,706 | — | $6,706 | — | — |