# Kevane Grant Thornton, LLP 401(k) Plan
Source: https://planprovider.pro/companies/kevane-grant-thornton-llp-401k-plan

> Kevane Grant Thornton, LLP's 401(k) plan: 170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nationwide) — Recordkeeper

- [PROACCOUNT](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — 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|—|—|—|

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