Plan Snapshot
- Plan Sponsor: Kentucky Rebuild Corporation
- Sponsor EIN: 611169573
- Sponsor Address: 10065 TOEBBEN DRIVE, INDEPENDENCE, KY, 41051
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $7.8M
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 | 85 | $7.8M | $6,744 | $419,486 |
| 2023 | 106 | $7.9M | $349,886 | $530,066 |
| 2022 | 108 | $6.6M | $289,132 | $520,109 |
| 2020 | 73 | $5.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| MCF ADVISORS LLC | Investment Advisor | $35,353 | — | $35,353 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $22,472 | — | $22,472 |
| ASCENSUS HOLDINGS DBA FUTUREPLAN | Other Service Provider | $6,581 | $3,571 | $10,152 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,977
- Estimated Expense Ratio: 0.873% of plan assets
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 | $63,883 | — | $63,883 | — | — |
| 2023 | $40,356 | — | $40,356 | — | — |
| 2022 | $35,272 | — | — | — | $35,272 |
| 2020 | $47,514 | — | $47,514 | — | — |