# Kaztronix, LLC 401(k) Plan
Source: https://planprovider.pro/companies/kaztronix-llc-401k-plan

> Kaztronix, LLC's 401(k) plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kaztronix, LLC

- **Sponsor EIN:** 470891300

- **Sponsor Address:** 3101 WILSON BLVD, SUITE 500, ARLINGTON, VA, 22201

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

- **Total Participants:** 104

- **Total Assets:** $4.0M

## 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|104|$4.0M|$0|$500,308|

| 2023|128|$3.6M|$0|$585,008|

| 2022|136|$3.7M|$0|$565,040|

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$8,715|$594|$9,309|

| COHNREZNICK LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,309

- **Estimated Expense Ratio:** 0.235% 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|$12,788|$8,893|—|—|—|

| 2023|$13,274|$9,059|—|—|—|

| 2022|$14,744|—|—|—|—|

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