# K2 Insurance Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/k2-insurance-services-llc-401k-plan

> K2 Insurance Services, LLC's 401(k) plan: 588 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** K2 Insurance Services, LLC

- **Sponsor EIN:** 371643563

- **Sponsor Address:** 4507 N FRONT STREET, SUITE 200, HARRISBURG, PA, 17110

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

- **Total Participants:** 588

- **Total Assets:** $42.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|588|$42.8M|$2.0M|$4.2M|

| 2023|500|$26.3M|$1.7M|$3.5M|

| 2022|353|$18.4M|$1.3M|$2.5M|

## 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|

| MMA SECURITIES LLC|ADVISOR\BROKER/DEALER|$19,748|$10,465|$30,213|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$18,888|—|$18,888|

| JGD & ASSOCIATES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MMA SECURITIES LLC](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR\BROKER/DEALER

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $49,101

- **Estimated Expense Ratio:** 0.115% 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|$62,576|$20,403|—|—|—|

| 2023|$25,330|—|—|—|—|

| 2022|$27,200|—|—|—|$27,200|

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