Plan Snapshot
- Plan Sponsor: Kentucky Organ Donor Affiliates
- Sponsor EIN: 611122515
- Sponsor Address: 10301 LINN STATION ROAD, LOUISVILLE, KY, 40223
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2024 | 178 | $9.9M | $1.1M | $738,162 |
| 2023 | 155 | $8.2M | $869,356 | $600,196 |
| 2022 | 143 | $6.1M | $713,340 | $511,912 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $47,040 | — | $47,040 |
| MORGAN STANLEY SMITH BARNEY, LLC | Investment Advisor | — | $19,477 | $19,477 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $6,343 | — | $6,343 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,860
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 | — | — | — | — | — |
| 2024 | $57,391 | $8,336 | $1,700 | — | — |
| 2023 | $33,256 | $4,991 | $1,250 | — | — |
| 2022 | $30,275 | $3,738 | $25,012 | — | $1,300 |