Plan Snapshot
- Plan Sponsor: Kaman Corporation
- Sponsor EIN: 060613548
- Sponsor Address: 1332 BLUE HILLS AVENUE, BLOOMFIELD, CT, 06002
- Plan Type: 401(k)
- Total Participants: 1,619
- Total Assets: $452.6M
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 | 1,619 | $452.6M | $6.5M | $12.9M |
| 2023 | 1,657 | $415.5M | $6.2M | $12.2M |
| 2022 | 1,683 | $367.7M | $5.9M | $11.5M |
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 |
|---|---|---|---|---|
| NEPC | CONSULTANT | $95,514 | — | $95,514 |
| CLIFTONLARSONALLEN | ACCOUNTANT/AUDITOR | $21,307 | — | $21,307 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEPC — CONSULTANT
- CLIFTONLARSONALLEN — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,821
- Estimated Expense Ratio: 0.026% 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 | $20,568 | — | — | $21,307 | — |
| 2023 | $24,431 | — | — | — | — |
| 2022 | $22,651 | — | — | — | — |