Plan Snapshot
- Plan Sponsor: Kerberos International, INC.
- Sponsor EIN: 371529340
- Sponsor Address: 2109 BIRDCREEK TERRACE, TEMPLE, TX, 76502
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 580
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 580 | $1.2M | $1.5M | $195,387 |
| 2023 | 407 | $587,969 | $799,303 | $85,258 |
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 |
|---|---|---|---|---|
| FCE BENEFIT ADMINISTRATORS INC | Other Service Provider | $229,671 | $1,450 | $231,121 |
| CLIFTONLARSONALLEN, LLP | Auditor | $36,167 | — | $36,167 |
| CIGNA CORPORATION | Other Service Provider | $30,246 | — | $30,246 |
| TRUST MANAGEMENT SERVICES, INC | Other Service Provider | $26,622 | — | $26,622 |
| UNITED WORKER WELLNESS | Other Service Provider | $7,290 | — | $7,290 |
| GLOBAL CARE | Other Service Provider | $5,662 | — | $5,662 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $337,108
- Estimated Expense Ratio: 27.459% 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 | $292,460 | — | $230,419 | $36,167 | — |
| 2023 | $136,166 | — | $121,897 | — | — |