Plan Snapshot
- Plan Sponsor: Kalos Services INC.
- Sponsor EIN: 141930878
- Sponsor Address: 236 HATTERAS AVENUE, CLERMONT, FL, 34711
- Plan Type: 401(k)
- Total Participants: 303
- Total Assets: $4.3M
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 | 303 | $4.3M | $475,028 | $807,236 |
| 2023 | 143 | $3.0M | $363,608 | $636,125 |
| 2022 | 194 | $1.8M | $282,263 | $500,285 |
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 |
|---|---|---|---|---|
| ERIN M PERDUE, CPA, LLC | 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 | $10,262 | $10,262 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $2,048 | — | — | — | — |