# Kay Management Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/kay-management-company-inc-plan

> Kay Management Co., INC.'s 401(k) plan: 370 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kay Management Co., INC.

- **Sponsor EIN:** 520912952

- **Sponsor Address:** 8720 GEORGIA AVENUE, SUITE 410, SILVER SPRINGS, MD, 20910

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

- **Total Participants:** 370

- **Total Assets:** $35.1M

## 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|370|$35.1M|$1.9M|$1.1M|

| 2023|356|$34.9M|$1.9M|$1.0M|

| 2022|354|$31.7M|$1.8M|$947,999|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$51,159|—|$51,159|

| MERRILL LYNCH PIERCE FENNER & .00 S|INVESTMENT ADVISOR|$34,247|—|$34,247|

| THE MANDMARBLESTONE GROUP|CONTRACT ADMIN|$25,467|—|$25,467|

| HARITON, MANCUSO & JONES, P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $110,873

- **Estimated Expense Ratio:** 0.316% 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|$99,198|$34,247|$39,484|—|—|

| 2023|$91,047|$31,722|$34,979|—|—|

| 2022|$122,843|$33,439|$49,845|—|$39,559|

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