# K-Va-T-Food Stores, INC. 401(k) Plan
Source: https://planprovider.pro/companies/k-va-t-food-stores-inc-401k-plan

> K-Va-T-Food Stores, INC.'s 401(k) plan: 14,576 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** K-Va-T-Food Stores, INC.

- **Sponsor EIN:** 550421484

- **Sponsor Address:** P.O. BOX 1158, ABINGDON, VA, 24212

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

- **Total Participants:** 14,576

- **Total Assets:** $191.3M

## 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|14,576|$191.3M|$5.1M|$9.7M|

| 2023|13,351|$167.9M|$4.8M|$8.8M|

| 2022|13,270|$142.3M|$4.5M|$8.2M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$316,257|—|$316,257|

| CAPFINANCIAL PARTNERS|INVESTMENT ADVISORY|$49,418|—|$49,418|

| BROWN, EDWARDS & COMPANY, L.L.P.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BROWN, EDWARDS & COMPANY, L.L.P.](https://planprovider.pro/provider/brown-edwards-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $365,675

- **Estimated Expense Ratio:** 0.191% 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|$319,259|$49,418|$269,841|—|—|

| 2023|$288,581|$48,688|$239,893|—|—|

| 2022|$252,117|$48,034|$204,083|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/k-va-t-food-stores-inc-401k-plan)

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