# Kaleo, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kaleo-inc-401k-plan

> Kaleo, INC.'s 401(k) plan: 73 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kaleo, INC.

- **Sponsor EIN:** 264174212

- **Sponsor Address:** 111 VIRGINIA STREET, SUITE 300, RICHMOND, VA, 23219

- **Plan Type:** 401(k)

- **Total Participants:** 73

- **Total Assets:** $21.7M

## 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|73|$21.7M|$632,908|$1.7M|

| 2023|137|$20.3M|$684,698|$2.0M|

| 2022|170|$18.2M|$827,941|$2.4M|

## 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|

| ONEDIGITAL|INVESTMENT ADVISOR|$53,631|—|$53,631|

| CHARLES SCHWAB TRUST BANK|CUSTODIAN|$9,538|—|$9,538|

| MVP PLAN ADMINISTRATORS, INC.|RECORDKEEPER|$7,351|—|$7,351|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ONEDIGITAL](https://planprovider.pro/provider/epic-retirement-plan-services) — INVESTMENT ADVISOR

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAN

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $70,520

- **Estimated Expense Ratio:** 0.326% 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|$70,520|$53,631|—|—|—|

| 2023|$63,634|$47,040|—|—|—|

| 2022|$71,075|$56,593|$6,790|—|—|

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