# Kalmbach Feeds, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kalmbach-feeds-inc-401k-plan

> Kalmbach Feeds, INC.'s 401(k) plan: 871 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [TFO WEALTH PARTNERS LLC](https://planprovider.pro/provider/tfo-tdc-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|—|—|

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