Plan Snapshot
- Plan Sponsor: Kentucky Eagle, INC.
- Sponsor EIN: 610421368
- Sponsor Address: 2440 INNOVATION DR, LEXINGTON, KY, 40511
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $15.0M
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 | 218 | $15.0M | $651,805 | $643,617 |
| 2023 | 244 | $13.8M | $586,791 | $589,646 |
| 2022 | 192 | $11.2M | $442,819 | $435,107 |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD, PLLC | 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 | $1,001 | — | — | — | — |
| 2023 | $614 | — | — | — | — |
| 2022 | $725 | — | — | — | — |