# Kalas Mfg INC 401(k) Plan
Source: https://planprovider.pro/companies/kalas-manufacturing-inc-401k-plan

> Kalas Mfg INC's 401(k) plan: 428 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| VALLEY FORDGE INVESTMENT CONSULTANT|SERVICE PROVIDER|—|$53,173|$53,173|

| 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](https://planprovider.pro/provider/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:** $53,173

- **Estimated Expense Ratio:** 0.214% 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|$23,432|$3,197|$20,171|—|—|

| 2023|$39,048|$4,194|$20,440|—|—|

| 2022|$20,304|—|—|—|$20,304|

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