Plan Snapshot
- Plan Sponsor: Kalman & Company INC.
- Sponsor EIN: 541231255
- Sponsor Address: 2901 S LYNNHAVEN RD STE 340, VIRGINIA BEACH, VA, 23452
- Plan Type: 401(k)
- Total Participants: 430
- Total Assets: $25.4M
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 | 430 | $25.4M | $809,512 | $1.6M |
| 2023 | 415 | $22.9M | $766,728 | $1.6M |
| 2022 | 406 | $18.7M | $684,352 | $1.4M |
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 |
|---|---|---|---|---|
| CHARLES W. SNADER P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES W. SNADER 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 | $63,240 | $62,540 | — | — | — |
| 2023 | $60,179 | $59,491 | — | — | — |
| 2022 | $56,430 | $55,765 | $665 | — | — |