# Kelvin Group Co 401(k) Plan
Source: https://planprovider.pro/companies/kelvin-group-co-401k-plan

> Kelvin Group Co's 401(k) plan: 342 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kelvin Group Co

- **Sponsor EIN:** 823162765

- **Sponsor Address:** 500 RESEARCH DRIVE, WILMINGTON, MA, 01887

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

- **Total Participants:** 342

- **Total Assets:** $27.1M

## 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|342|$27.1M|$1.3M|$2.6M|

| 2023|215|$19.4M|$750,650|$1.5M|

| 2022|0|$6.7M|$246,070|$458,461|

## 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|

| TWELVE POINTS RETIREMENT ADVISORS|NONE|$56,104|—|$56,104|

| THE VANGUARD GROUP, INC.|NONE|$33,340|—|$33,340|

| GRAY, GRAY, & GRAY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $89,444

- **Estimated Expense Ratio:** 0.329% 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|$92,211|$58,871|$33,340|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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