Plan Snapshot
- Plan Sponsor: K2share, LLC
- Sponsor EIN: 742968368
- Sponsor Address: 1005 UNIVERSITY DRIVE EAST, COLLEGE STATION, TX, 77840
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $14.4M
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 | 130 | $14.4M | $457,357 | $1.1M |
| 2023 | 120 | $13.0M | $494,060 | $1.1M |
| 2022 | 104 | $9.4M | $329,007 | $798,819 |
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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
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 | $1,225 | $725 | — | — | — |
| 2023 | $952 | $120 | — | — | — |
| 2022 | $594,371 | — | $175 | — | — |