# Kern, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kern-inc-401k-plan

> Kern, INC.&#39;s 401(k) plan: 143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kern, INC.

- **Sponsor EIN:** 223538481

- **Sponsor Address:** 3940 GANTZ ROAD, SUITE A, GROVE CITY, OH, 43123

- **Plan Type:** 401(k)

- **Total Participants:** 143

- **Total Assets:** $12.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|143|$12.4M|$191,592|$671,270|

| 2023|142|$10.7M|$190,373|$639,043|

| 2022|140|$8.8M|$179,743|$618,255|

## 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|

| PLANCHECK CPAS LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PLANCHECK CPAS LLC](https://planprovider.pro/provider/plancheck-cpas-llc) — 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|$51,936|—|—|—|—|

| 2023|$48,348|—|—|—|—|

| 2022|$45,986|—|—|—|—|

## Similar Plans

- [The Rehab Continuum, INC.](https://planprovider.pro/companies/the-rehab-continuum-inc-401k-plan) — 141 participants

- [Efficient Collaborative Retail Marketing Company Dba Ecrm](https://planprovider.pro/companies/efficient-collaborative-retail-marketing-company-dba-ecrm-401k-plan) — 137 participants

- [Corbus, LLC](https://planprovider.pro/companies/corbus-llc-401k-plan) — 136 participants

- [Ohio Shared Information Services, INC.](https://planprovider.pro/companies/ohio-shared-information-services-401k-plan) — 156 participants

- [Arcos LLC](https://planprovider.pro/companies/arcos-llc-401k-plan) — 129 participants

- [American Payroll Service LLC](https://planprovider.pro/companies/american-payroll-service-llc-401k-plan) — 125 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kern-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
