# Karen Kane, INC. 401(k) Plan
Source: https://planprovider.pro/companies/karen-kane-inc-401k-plan

> Karen Kane, INC.'s 401(k) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Karen Kane, INC.

- **Sponsor EIN:** 953579007

- **Sponsor Address:** 2275 EAST 37TH STREET, VERNON, CA, 90058

- **Plan Type:** 401(k)

- **Total Participants:** 111

- **Total Assets:** $8.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|111|$8.1M|$56,782|$357,233|

| 2023|123|$7.4M|$47,695|$375,080|

| 2022|130|$8.6M|$58,865|$376,849|

## 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|

| LEE CPA AUDIT GROUP|Auditor|$4,009|—|$4,009|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $4,009

- **Estimated Expense Ratio:** 0.049% 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|$19,415|$3,762|$5,390|$4,009|—|

| 2023|$100,551|$4,100|—|—|—|

| 2022|$141,546|$19,611|—|—|—|

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