Plan Snapshot
- Plan Sponsor: Kent Moore Cabinets, Ltd.
- Sponsor EIN: 741904799
- Sponsor Address: 501 INDUSTRIAL BLVD, BRYAN, TX, 77803
- Plan Type: 401(k)
- Total Participants: 705
- Total Assets: $32.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 705 | $32.3M | $466,984 | $3.3M |
| 2023 | 554 | $26.6M | $403,412 | $3.0M |
| 2022 | 507 | $20.0M | $332,395 | $2.6M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | $58,363 | — | $58,363 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $20,122 | — | $20,122 |
| THOMPSON, DERIG AND CRAIG, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- THOMPSON, DERIG AND CRAIG, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,485
- Estimated Expense Ratio: 0.243% 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 | $76,866 | $58,363 | $300 | — | — |
| 2023 | $62,727 | — | — | — | — |
| 2022 | $56,769 | — | — | — | — |