Plan Snapshot
- Plan Sponsor: Kaleidoscope Animations, INC.
- Sponsor EIN: 341620905
- Sponsor Address: 4362 CREEK ROAD, CINCINNATI, OH, 45241
- Plan Type: 401(k)
- Total Participants: 270
- Total Assets: $15.1M
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 | 270 | $15.1M | $249,784 | $2.0M |
| 2023 | 220 | $11.9M | $247,791 | $1.8M |
| 2022 | 187 | $9.9M | $236,992 | $1.7M |
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 |
|---|---|---|---|---|
| ATLAS CPAS & ADVISORS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ATLAS CPAS & ADVISORS, PLLC — 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 | $51,437 | $21,064 | $30,373 | — | — |
| 2023 | $40,282 | $15,727 | $24,555 | — | — |
| 2022 | $43,203 | $21,871 | $21,332 | — | — |