Plan Snapshot
- Plan Sponsor: Kairos Power LLC
- Sponsor EIN: 813697787
- Sponsor Address: 707 W TOWER AVE, ALAMEDA, CA, 94501
- Plan Type: 401(k)
- Total Participants: 470
- Total Assets: $38.4M
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 | 470 | $38.4M | $2.5M | $5.8M |
| 2023 | 386 | $25.5M | $2.0M | $4.4M |
| 2022 | 301 | $15.8M | $1.5M | $3.4M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | $8,862 | — | $8,862 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,862
- Estimated Expense Ratio: 0.023% 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 | $69,346 | — | — | $8,862 | — |
| 2023 | $38,209 | — | — | — | — |
| 2022 | $24,978 | — | — | — | — |