# Kari-Out LLC 401(k) Plan
Source: https://planprovider.pro/companies/kari-out-llc-401k-plan

> Kari-Out LLC's 401(k) plan: 458 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kari-Out LLC

- **Sponsor EIN:** 844103793

- **Sponsor Address:** 520 WHITE PLAINS ROAD 6TH FLOOR, TARRYTOWN, NY, 10591

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

- **Total Participants:** 458

- **Total Assets:** $19.0M

## 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|458|$19.0M|$698,771|$1.7M|

| 2023|471|$15.9M|$859,555|$1.5M|

| 2022|577|$8.6M|$136,301|$1.2M|

## 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|

| LPL FINANCIAL CORPORATION RPCP|INVESTMENT/FINANCIAL ADVI|$50,728|—|$50,728|

| ADP, INC.|RECORD KEEPER|$36,900|—|$36,900|

| HILL, BARTH, AND KING LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LPL FINANCIAL CORPORATION RPCP](https://planprovider.pro/provider/equitable) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [HILL, BARTH, AND KING LLC](https://planprovider.pro/provider/hill-barth-and-king-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $87,628

- **Estimated Expense Ratio:** 0.460% 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|$87,626|$50,726|—|—|—|

| 2023|$52,434|$23,452|—|—|—|

| 2022|$14,231|—|—|—|—|

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