Plan Snapshot
- Plan Sponsor: Kaeser Compressors, INC.
- Sponsor EIN: 541141868
- Sponsor Address: P.O. BOX 946, FREDERICKSBURG, VA, 22404
- Plan Type: 401(k)
- Total Participants: 634
- Total Assets: $84.1M
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 | 634 | $84.1M | $4.2M | $4.4M |
| 2023 | 608 | $70.3M | $3.8M | $3.8M |
| 2022 | 562 | $57.6M | $3.2M | $3.3M |
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 |
|---|---|---|---|---|
| BISHOP, FARMER & CO. LLP | ACCOUNTANT | $19,500 | — | $19,500 |
| KLINE, KEPPEL & KORYAK, P.C. | CONSULTANT | $17,454 | — | $17,454 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,954
- Estimated Expense Ratio: 0.044% 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 | $41,638 | $17,454 | — | $19,500 | — |
| 2023 | $36,082 | $14,187 | — | $16,800 | — |
| 2022 | $33,357 | — | $33,357 | — | — |