Plan Snapshot
- Plan Sponsor: Kaboom! INC.
- Sponsor EIN: 521970904
- Sponsor Address: 7200 WISCONSIN AVE., SUITE 400, BETHESDA, MD, 20814
- Plan Type: 403(b)
- Total Participants: 64
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 64 | $11.9M | $360,227 | $577,703 |
| 2023 | 62 | $10.1M | $323,115 | $535,873 |
| 2022 | 61 | $8.5M | $197,340 | $434,141 |
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 |
|---|---|---|---|---|
| COUNCILOR, BUCHANAN & MITCHELL, PC | Auditor | — | — | $0 |
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 | $48,493 | — | $48,493 | — | — |
| 2023 | $44,382 | — | $44,382 | — | — |
| 2022 | $43,431 | — | $43,431 | — | — |