Plan Snapshot
- Plan Sponsor: Kentuckiana Reporters
- Sponsor EIN: 205938206
- Sponsor Address: 730 WEST MAIN STREET, LOUISVILLE, KY, 40202
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 368
- Total Assets: $2.4M
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. |
|---|---|---|---|---|
| 2025 | 368 | $2.4M | $0 | $0 |
| 2024 | 279 | $1.7M | $182,592 | $281,486 |
| 2023 | 225 | $1.0M | $114,664 | $175,606 |
| 2022 | 163 | $664,156 | $70,856 | $133,433 |
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 |
|---|---|---|---|---|
| LBMC PC | 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 |
|---|---|---|---|---|---|
| 2025 | $148,665 | — | — | — | — |
| 2024 | $95,588 | — | — | — | — |
| 2023 | $50,263 | — | — | — | — |
| 2022 | $415 | — | — | — | — |