Plan Snapshot
- Plan Sponsor: Kalle Usa, LLC
- Sponsor EIN: 223585009
- Sponsor Address: 5750 B CENTERPOINT COURT, GURNEE, IL, 60031
- Plan Type: 401(k)
- Total Participants: 272
- Total Assets: $15.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 272 | $15.4M | $517,114 | $1.0M |
| 2023 | 284 | $14.2M | $464,007 | $905,482 |
| 2022 | 289 | $11.4M | $411,578 | $843,769 |
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 |
|---|---|---|---|---|
| CBIZ CPA'S P.C. | Auditor | — | — | $0 |
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 | $7,541 | $150 | — | — | — |
| 2023 | $5,955 | $225 | — | — | — |
| 2022 | $4,114 | — | — | — | — |