Plan Snapshot
- Plan Sponsor: Kappler, INC.
- Sponsor EIN: 630943684
- Sponsor Address: 115 GRIMES DRIVE, GUNTERSVILLE, AL, 35976
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $5.2M
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 | 136 | $5.2M | $111,838 | $351,892 |
| 2023 | 124 | $4.9M | $100,613 | $299,715 |
| 2022 | 130 | $4.6M | $102,909 | $245,802 |
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 |
|---|---|---|---|---|
| BMSS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BMSS, LLC — Auditor
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 | $19,732 | $17,670 | — | — | — |
| 2023 | $17,785 | $15,835 | — | — | — |
| 2022 | $18,410 | — | $18,410 | — | — |