# Kettler, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/kettler-inc-541620902-502

> Kettler, INC.'s Health & Welfare plan: 525 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/creative-planning) — 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|

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