Plan Snapshot
- Plan Sponsor: Kentucky Easter Seals Society, INC.
- Sponsor EIN: 610444712
- Sponsor Address: 1900 RICHMOND RD, LEXINGTON, KY, 40502
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $17.9M
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. |
|---|---|---|---|---|
| 2024 | 88 | $17.9M | $66,475 | $163,470 |
| 2023 | 82 | $16.5M | $62,208 | $155,931 |
| 2022 | 60 | $15.6M | $51,638 | $112,397 |
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 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD, PLLC — Auditor
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 | $69,950 | $67,880 | — | — | — |
| 2023 | $65,406 | $63,736 | — | — | — |
| 2022 | $77,699 | $74,350 | $3,349 | — | — |