# K-Solv, LP 401(k) Plan
Source: https://planprovider.pro/companies/k-solv-lp-401k-plan

> K-Solv, LP's 401(k) plan: 372 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** K-Solv, LP

- **Sponsor EIN:** 412074808

- **Sponsor Address:** 952 ECHO LANE, HOUSTON, TX, 77024

- **Plan Type:** 401(k)

- **Total Participants:** 372

- **Total Assets:** $20.4M

## 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|372|$20.4M|$1.0M|$1.7M|

| 2023|304|$17.9M|$1.0M|$1.7M|

| 2022|173|$14.9M|$832,154|$1.4M|

## 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|

| TRUIST ADVISORY SERVICES INC|ADVISOR|$53,027|—|$53,027|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$42,734|—|$42,734|

| STRATEGIC ADVISORS, INC.|ADVISOR|$8,463|—|$8,463|

| WEINSTEIN SPIRA & COMPANY, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $104,224

- **Estimated Expense Ratio:** 0.512% 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|$115,474|$61,490|—|—|—|

| 2023|$89,140|$40,567|$1,200|—|—|

| 2022|$104,474|$5,965|—|—|—|

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