Plan Snapshot
- Plan Sponsor: Kevane Grant Thornton, LLP
- Sponsor EIN: 660563256
- Sponsor Address: 33 CALLE BOLIVIA, SUITE 400, SAN JUAN, PR, 009172000
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 170
- Total Assets: $14.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 170 | $14.6M | $186,390 | $862,153 |
| 2023 | 155 | $12.2M | $170,231 | $732,647 |
| 2022 | 138 | $9.8M | $152,190 | $666,421 |
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 |
|---|---|---|---|---|
| INVESTMENT PLANNERS, INC. | Investment Advisor | — | $47,076 | $47,076 |
| NATIONWIDE | Recordkeeper | $2,848 | $37,814 | $40,662 |
| PROACCOUNT | Investment Advisor | $12,328 | — | $12,328 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Recordkeeper
- PROACCOUNT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,066
- Estimated Expense Ratio: 0.687% 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 | $12,696 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $9,664 | $9,664 | — | — | — |