Plan Snapshot
- Plan Sponsor: Kalkomey Enterprises, LLC
- Sponsor EIN: 752573168
- Sponsor Address: 224 W CAMPBELL RD., RICHARDSON, TX, 75080
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $6.4M
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 | 101 | $6.4M | $238,479 | $751,859 |
| 2023 | 81 | $4.9M | $208,421 | $674,690 |
| 2022 | 113 | $5.4M | $224,568 | $677,946 |
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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN 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 | $26,056 | $13,150 | — | — | — |
| 2023 | $23,015 | $13,546 | — | — | — |
| 2022 | $17,404 | — | — | — | — |