Plan Snapshot
- Plan Sponsor: Kentuckiana Comfort Center, INC.
- Sponsor EIN: 610915072
- Sponsor Address: 2716 GRASSLAND DRIVE, LOUISVILLE, KY, 40299
- Plan Type: 401(k)
- Total Participants: 747
- Total Assets: $29.0M
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 | 747 | $29.0M | $637,195 | $3.2M |
| 2023 | 711 | $24.4M | $594,982 | $2.8M |
| 2022 | 635 | $19.3M | $446,827 | $2.5M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | 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 | $180,636 | $121,273 | — | — | — |
| 2023 | $139,232 | $92,697 | — | — | — |
| 2022 | $71,850 | — | $71,850 | — | — |