Plan Snapshot
- Plan Sponsor: Kettler, INC.
- Sponsor EIN: 541620902
- Sponsor Address: 8255 GREENSBORO DRIVE, SUITE 200, MCLEAN, VA, 22102
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 525
- Total Assets: $1.7M
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 | 525 | $1.7M | $3.5M | $1.8M |
| 2023 | 473 | $1.6M | $3.4M | $1.8M |
| 2022 | 446 | $1.1M | $2.4M | $1.8M |
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 |
|---|---|---|---|---|
| CIGNA | Other Service Provider | $229,219 | — | $229,219 |
| LOCKTON COMPANIES, LLC | Investment Advisor | $75,000 | — | $75,000 |
| COHNREZNICK LLP | Auditor | $21,825 | — | $21,825 |
| PRINCIPAL BANK | Custodian / Trustee | $6,675 | — | $6,675 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOCKTON COMPANIES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $332,719
- Estimated Expense Ratio: 19.473% 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 | $229,219 | — | $229,219 | — | — |
| 2023 | $305,449 | — | $305,449 | — | — |
| 2022 | $207,346 | — | — | — | $207,346 |