# Kairoi Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/kairoi-management-llc-401k-plan

> Kairoi Management, LLC's 401(k) plan: 498 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kairoi Management, LLC

- **Sponsor EIN:** 822520944

- **Sponsor Address:** 711 NAVARRO STREET, SAN ANTONIO, TX, 78205

- **Plan Type:** 401(k)

- **Total Participants:** 498

- **Total Assets:** $6.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|498|$6.0M|$631,285|$1.4M|

| 2023|387|$4.0M|$455,206|$989,844|

| 2022|287|$1.6M|$0|$583,966|

## 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|

| WORLD INVESTMENT ADVISORS LLC|SERVICE PROVIDER|—|$23,566|$23,566|

| SOL SCHWARTZ & ASSOCIATES|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $23,566

- **Estimated Expense Ratio:** 0.392% 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|$44,962|—|$44,962|—|—|

| 2023|$16,173|—|—|—|—|

| 2022|$7,651|—|—|—|$7,651|

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