Plan Snapshot
- Plan Sponsor: Kalas Mfg INC
- Sponsor EIN: 231549292
- Sponsor Address: 167 GREENFIELD RD, LANCASTER, PA, 176015814
- Plan Type: 401(k)
- Total Participants: 428
- Total Assets: $24.9M
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 | 428 | $24.9M | $651,137 | $1.6M |
| 2023 | 395 | $21.8M | $555,031 | $1.4M |
| 2022 | 383 | $20.2M | $515,927 | $1.3M |
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 |
|---|---|---|---|---|
| MCKONLY AND ASBURY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCKONLY AND ASBURY, 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 | $23,432 | $3,197 | $20,171 | — | — |
| 2023 | $39,048 | $4,194 | $20,440 | — | — |
| 2022 | $20,304 | — | — | — | $20,304 |