Plan Snapshot
- Plan Sponsor: Kfm Enterprises, LLC
- Sponsor EIN: 810717040
- Sponsor Address: 3621 WEST 5TH STREET, TULSA, OK, 74127
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 179
- Total Assets: $14.3M
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. |
|---|---|---|---|---|
| 2025 | 179 | $14.3M | $0 | $0 |
| 2024 | 161 | $12.7M | $388,545 | $1.1M |
| 2023 | 170 | $9.7M | $344,991 | $961,033 |
| 2022 | 158 | $7.8M | $302,089 | $829,423 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | Recordkeeper | $57,419 | — | $57,419 |
| CETERA INVESTMENT ADVISERS LLC | Other Service Provider | $11,619 | — | $11,619 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,038
- Estimated Expense Ratio: 0.484% 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 |
|---|---|---|---|---|---|
| 2025 | $2,099,492 | $14,513 | $4,650 | — | — |
| 2024 | $67,930 | $2,348 | $8,985 | — | — |
| 2023 | $54,057 | — | $54,057 | — | — |
| 2022 | $8,630 | $3,589 | $5,041 | — | — |