# Kbi Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kbi-services-inc-plan-001

> Kbi Services, INC.'s 401(k) plan: 716 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kbi Services, INC.

- **Sponsor EIN:** 824301730

- **Sponsor Address:** 120 5TH AVENUE, NEW YORK, NY, 10011

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

- **Total Participants:** 716

- **Total Assets:** $20.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|716|$20.7M|$0|$4.2M|

| 2023|846|$15.6M|$0|$4.0M|

| 2022|581|$9.5M|$1.1M|$2.2M|

## 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|

| CARON & BLETZER PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CARON & BLETZER PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|$91,746|$51,055|—|—|—|

| 2023|$54,084|$32,111|—|—|—|

| 2022|$15,968|—|—|—|—|

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