# Kelberman Center, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kelberman-center-inc-401k-plan

> Kelberman Center, INC.'s 401(k) plan: 319 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kelberman Center, INC.

- **Sponsor EIN:** 550901293

- **Sponsor Address:** 2513 SUNSET AVENUE, UTICA, NY, 13502

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

- **Total Participants:** 319

- **Total Assets:** $5.9M

## 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|319|$5.9M|$227,015|$371,742|

| 2023|351|$5.1M|$179,853|$303,288|

| 2022|303|$4.3M|$182,831|$278,790|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$27,605|—|$27,605|

| OSAIC WEALTH, INC.|INVESTMENT ADVISORY|—|$16,991|$16,991|

| BONADIO & CO., LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [OSAIC WEALTH, INC.](https://planprovider.pro/provider/royal-alliance-associates-inc) — INVESTMENT ADVISORY

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $44,596

- **Estimated Expense Ratio:** 0.755% 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|$28,455|—|$28,455|—|—|

| 2023|$23,844|—|$23,844|—|—|

| 2022|$14,235|—|$14,235|—|—|

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