Plan Snapshot
- Plan Sponsor: Ke&G Construction INC
- Sponsor EIN: 205816819
- Sponsor Address: 3949 E IRVINGTON RD, TUCSON, AZ, 85714
- Plan Type: 401(k)
- Total Participants: 373
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 373 | $7.6M | $0 | $946,114 |
| 2023 | 296 | $6.7M | $0 | $765,620 |
| 2022 | 288 | $6.1M | $9,953 | $658,058 |
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 |
|---|---|---|---|---|
| BEACHFLEISCHMAN PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BEACHFLEISCHMAN PLLC — 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 | $56,476 | $31,368 | — | — | — |
| 2023 | $50,328 | $27,264 | — | — | — |
| 2022 | $51,903 | — | — | — | — |