Plan Snapshot
- Plan Sponsor: K5 Corporation
- Sponsor EIN: 043147908
- Sponsor Address: 9 ROCKVIEW WAY, ROCKLAND, MA, 02370
- Plan Type: 401(k)
- Total Participants: 234
- Total Assets: $3.4M
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. |
|---|---|---|---|---|
| 2025 | 234 | $3.4M | $0 | $0 |
| 2024 | 140 | $2.5M | $593,395 | $18,760 |
| 2023 | 139 | $2.0M | $485,612 | $7,619 |
| 2022 | 120 | $1.4M | $370,087 | $0 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 |
|---|---|---|---|---|---|
| 2025 | $34,134 | — | — | — | — |
| 2024 | $36,261 | — | — | — | — |
| 2023 | $25,654 | — | — | — | — |
| 2022 | $25,586 | — | — | — | — |