Plan Snapshot
- Plan Sponsor: Kaleidoscope Family Solutions Aba, INC.
- Sponsor EIN: 832763336
- Sponsor Address: 950 HAVERFORD ROAD, 2ND FLOOR, BRYN MAWR, PA, 19010
- Plan Type: 401(k)
- Total Participants: 498
- Total Assets: $694,052
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 498 | $694,052 | $52,662 | $366,627 |
| 2023 | 441 | $347,056 | $38,735 | $221,742 |
| 2022 | 264 | $111,401 | $10,997 | $59,600 |
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 |
|---|---|---|---|---|
| WITHUMSMITHBROWN, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITHBROWN, P.C. — 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 | $170,269 | — | $9,776 | — | — |
| 2023 | $92,421 | — | $184 | — | — |
| 2022 | $2 | $2 | — | — | — |