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

> K2 Services LLC's 401(k) plan: 437 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** K2 Services LLC

- **Sponsor EIN:** 814601531

- **Sponsor Address:** 135 S LASALLE, CHICAGO, IL, 60604

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

- **Total Participants:** 437

- **Total Assets:** $25.9M

## 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|437|$25.9M|$1.0M|$2.3M|

| 2023|439|$23.6M|$1.2M|$2.4M|

| 2022|164|$9.2M|$109,329|$223,969|

## 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|

| WELLS FARGO CLEARING SERVICES LLC|ADVISOR|$30,000|—|$30,000|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$26,838|—|$26,838|

| CLIFTONLARSONALLEN, LLP|ACCOUNTANT/AUDITOR|$15,581|—|$15,581|

### 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

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,419

- **Estimated Expense Ratio:** 0.280% 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|$76,293|$33,874|—|$15,581|—|

| 2023|$57,471|$29,006|—|—|—|

| 2022|$50|—|—|—|—|

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