# Kg&P Strategies INC 401(k) Plan
Source: https://planprovider.pro/companies/kg-p-strategies-inc-853585838-502

> Kg&P Strategies INC's 401(k) plan: 1,561 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kg&P Strategies INC

- **Sponsor EIN:** 853585838

- **Sponsor Address:** 19775 BELMONT EXECUTIVE PLAZA, ASHBURN, VA, 20147

- **Plan Type:** 401(k)

- **Plan Number:** 502

- **Total Participants:** 1,561

- **Total Assets:** $215,301

## 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|1,561|$215,301|$9.2M|$2.5M|

| 2023|1,482|$809,551|$7.5M|$2.2M|

| 2022|1,396|$1.9M|$4.2M|$1.4M|

## 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 HEALTH AND LIFE INSURANCE CO|Recordkeeper|$826,347|—|$826,347|

| GOVERNMENT SERVICE CONTRACTORS|Recordkeeper|$384,443|—|$384,443|

| WILLIS TOWERS WATSON SOUTHEAST INC|Investment Advisor|$121,328|—|$121,328|

| HARTFORD LIFE AND ACCIDENT INS CO|Other Service Provider|$101,998|—|$101,998|

| TELUS HEALTH LTD|Recordkeeper|$38,860|—|$38,860|

| HEALTH ADVOCATE SOLUTIONS INC|Other Service Provider|$37,139|—|$37,139|

| FLORES AND ASSOCIATES|Other Service Provider|$16,350|—|$16,350|

| BANK OF AMERICA|Custodian / Trustee|$11,785|—|$11,785|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,538,250

- **Estimated Expense Ratio:** 714.465% 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|$1,075,343|—|$557,540|—|—|

| 2023|$1,097,573|—|$497,099|—|—|

| 2022|$654,859|—|$643,824|—|$11,035|

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