Plan Snapshot
- Plan Sponsor: Kasco, LLC
- Sponsor EIN: 382864831
- Sponsor Address: 226 EAST HUDSON STREET, ROYAL OAK, MI, 48067
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $20.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 133 | $20.1M | $678,453 | $1.0M |
| 2023 | 135 | $20.1M | $654,875 | $956,153 |
| 2022 | 124 | $16.3M | $671,110 | $869,536 |
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 |
|---|---|---|---|---|
| MANER COSTERISAN | 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 | $69,949 | $17,057 | — | — | — |
| 2023 | $97,397 | — | $93,581 | — | — |
| 2022 | $86,794 | — | $86,794 | — | — |