Plan Snapshot
- Plan Sponsor: Kalamazoo Probation Enhancement Program, INC.
- Sponsor EIN: 382340760
- Sponsor Address: 519 SOUTH PARK STREET, KALAMAZOO, MI, 490075166
- Plan Type: 403(b)
- Total Participants: 121
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | $10.4M | $177,072 | $314,130 |
| 2023 | 104 | $9.3M | $202,142 | $315,020 |
| 2022 | 122 | $8.7M | $202,430 | $305,444 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — 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 | $2,906 | — | $2,906 | — | — |
| 2023 | $3,024 | — | $3,024 | — | — |
| 2022 | $4,638 | — | $4,638 | — | — |