Plan Snapshot
- Plan Sponsor: Kaspar Wire Works, INC.
- Sponsor EIN: 741209990
- Sponsor Address: 959 STATE HWY 95N, SHINER, TX, 77984
- Plan Type: 401(k)
- Total Participants: 404
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 404 | $12.5M | $0 | $647,736 |
| 2023 | 390 | $14.2M | $0 | $514,461 |
| 2022 | 221 | $12.5M | $0 | $388,520 |
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 |
|---|---|---|---|---|
| PROSPERA FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $26,248 | — | $26,248 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $8,996 | — | $8,996 |
| ADKF, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADKF, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,244
- Estimated Expense Ratio: 0.281% 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 | $35,385 | $26,389 | — | — | — |
| 2023 | $30,355 | $30,355 | — | — | — |
| 2022 | $34,418 | $34,372 | $46 | — | — |