# Kalle Usa, LLC 401(k) Plan
Source: https://planprovider.pro/companies/kalle-usa-llc-401k-plan

> Kalle Usa, LLC's 401(k) plan: 272 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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