Plan Snapshot
- Plan Sponsor: Kdp Investments, LLC
- Sponsor EIN: 352466839
- Sponsor Address: 2425 RYE STREET, BALTIMORE, MD, 21230
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 117 | $4.3M | $105,474 | $232,955 |
| 2023 | 126 | $7.0M | $312,992 | $655,742 |
| 2022 | 124 | $6.0M | $304,382 | $631,152 |
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 |
|---|---|---|---|---|
| ROSEN SAPPERSTEIN & FRIEDLANDER | Auditor | — | — | $0 |
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 | $2,095 | — | — | — | — |
| 2023 | $2,483 | — | — | — | — |
| 2022 | $1,355 | — | — | — | — |