# Kalos Services INC. 401(k) Plan
Source: https://planprovider.pro/companies/kalos-service-inc-401k-plan

> Kalos Services INC.'s 401(k) plan: 303 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

## Similar Plans

- [Energy Air, INC.](https://planprovider.pro/companies/energy-air-inc-401k-plan) — 300 participants

- [Trustees Plumbers & Fitters Local Union 295 Pension Fund](https://planprovider.pro/companies/trustees-plumbers-fitters-local-union-295-pension-fund-plan) — 310 participants

- [Engineered Cooling Services, LLC](https://planprovider.pro/companies/engineered-cooling-services-llc-401k-plan) — 316 participants

- [Trustees Of Journeymen & Apprentices Of Local 188 Pension Fund](https://planprovider.pro/companies/trustees-of-journeymen-apprentices-of-local-188-pension-fund-plan) — 284 participants

- [Air Mechanical & Service Corp.](https://planprovider.pro/companies/air-mechanical-service-corp-401k-plan) — 280 participants

- [Thermal Concepts, LLC](https://planprovider.pro/companies/thermal-concepts-llc-401k-plan) — 272 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kalos-service-inc-401k-plan)

© 2026 PlanProvider.Pro