Plan Snapshot
- Plan Sponsor: Kennesaw Transportation, INC.
- Sponsor EIN: 581422707
- Sponsor Address: 3794 HIGWAY 411 NE, RYDAL, GA, 301711501
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $5.4M
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 | 252 | $5.4M | $256,682 | $734,517 |
| 2023 | 257 | $4.7M | $273,500 | $754,758 |
| 2022 | 256 | $3.8M | $233,304 | $658,170 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD P.C. | 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 | $61,640 | — | $61,640 | — | — |
| 2023 | $33,735 | — | $33,735 | — | — |
| 2022 | $32,096 | — | $32,096 | — | — |