Plan Snapshot
- Plan Sponsor: Kenosha Achievement Center, INC.
- Sponsor EIN: 391399101
- Sponsor Address: 1218 79TH STREET, KENOSHA, WI, 53143
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 136
- Total Assets: $3.9M
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. |
|---|---|---|---|---|
| 2025 | 136 | $3.9M | $0 | $0 |
| 2024 | 92 | $4.2M | $168,542 | $193,359 |
| 2023 | 99 | $3.7M | $162,468 | $191,002 |
| 2022 | 93 | $3.3M | $169,051 | $170,137 |
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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | Recordkeeper | $20,798 | — | $20,798 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,798
- Estimated Expense Ratio: 0.530% 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 |
|---|---|---|---|---|---|
| 2025 | $1,133,546 | — | $23,604 | — | — |
| 2024 | $22,766 | — | $22,766 | — | — |
| 2023 | $20,983 | — | $20,983 | — | — |
| 2022 | $17,383 | — | $17,383 | — | — |