Plan Snapshot
- Plan Sponsor: Kaapa Ethanol Holdings, LLC
- Sponsor EIN: 470839950
- Sponsor Address: PO BOX 2318, KEARNEY, NE, 68848
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $13.6M
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 | 121 | $13.6M | $461,322 | $791,996 |
| 2023 | 100 | $11.3M | $383,178 | $713,523 |
| 2022 | 83 | $9.0M | $312,241 | $523,761 |
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 |
|---|---|---|---|---|
| BOULAY PLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOULAY PLLP — 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 | $16,731 | $2,442 | $14,289 | — | — |
| 2023 | $8,392 | $1,301 | $7,091 | — | — |
| 2022 | $10,235 | — | $10,235 | — | — |