Plan Snapshot
- Plan Sponsor: Kemron Environmental Services, INC.
- Sponsor EIN: 112393978
- Sponsor Address: 8521 LEESBURG PIKE, VIENNA, VA, 22182
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $19.7M
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 | 171 | $19.7M | $469,552 | $966,474 |
| 2023 | 144 | $16.9M | $389,922 | $796,916 |
| 2022 | 138 | $13.8M | $231,850 | $709,643 |
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 |
|---|---|---|---|---|
| AMERICAN TRUST COMPANY | RECORDKEEPER | $1,100 | $49,890 | $50,990 |
| LONGVIEW WEALTH MANAGEMENT | INVESTMENT CONSULTANT | $15,348 | $21,856 | $37,204 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $15,956 | — | $15,956 |
| BLUE RIDGE ESOP ASSOCIATES | CONTRACT ADMINISTRATOR | $14,979 | — | $14,979 |
| CARR, RIGGS & INGRAM, L.L.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,129
- Estimated Expense Ratio: 0.605% 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 | $52,145 | — | $16,612 | — | — |
| 2023 | $9,340 | — | $3,075 | — | — |
| 2022 | $17,678 | $17,003 | $675 | — | — |