Plan Snapshot
- Plan Sponsor: Kalmbach Feeds, INC.
- Sponsor EIN: 311162375
- Sponsor Address: 7148 STATE HIGHWAY199, UPPER SANDUSKY, OH, 43551
- Plan Type: 401(k)
- Total Participants: 871
- Total Assets: $59.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 871 | $59.4M | $1.7M | $4.5M |
| 2023 | 823 | $52.3M | $1.3M | $3.8M |
| 2022 | 733 | $44.6M | $1.2M | $3.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $65,932 | — | $65,932 |
| TFO WEALTH PARTNERS LLC | ADVISOR | $55,965 | — | $55,965 |
| HOLBROOK & MANTER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- TFO WEALTH PARTNERS LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,897
- Estimated Expense Ratio: 0.205% 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 | $121,818 | $55,965 | — | — | — |
| 2023 | $254,341 | $139,809 | — | — | — |
| 2022 | $206,798 | — | $206,798 | — | — |