Plan Snapshot
- Plan Sponsor: Kaysun Corporation
- Sponsor EIN: 391223795
- Sponsor Address: 5500 WEST DRIVE, MANITOWOC, WI, 542212165
- Plan Type: 401(k)
- Total Participants: 205
- Total Assets: $14.5M
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 | 205 | $14.5M | $431,016 | $994,503 |
| 2023 | 224 | $12.9M | $313,840 | $891,199 |
| 2022 | 224 | $10.1M | $307,944 | $860,743 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $62,552 | $58,075 | — | — | — |
| 2023 | $56,352 | — | — | — | — |
| 2022 | $57,117 | $57,117 | — | — | — |