Plan Snapshot
- Plan Sponsor: Khs America, INC.
- Sponsor EIN: 621647262
- Sponsor Address: 12020 VOLUNTEER BOULEVARD, MT. JULIET, TN, 37122
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 104 | $9.1M | $213,665 | $533,810 |
| 2023 | 93 | $8.6M | $216,561 | $548,630 |
| 2022 | 92 | $6.9M | $215,144 | $541,407 |
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 |
|---|---|---|---|---|
| FIRST HORIZON ADVISORS INC | INVESTMENT ADVISOR | $30,380 | — | $30,380 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $13,152 | — | $13,152 |
| MAXWELL LOCKE & RITTER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAXWELL LOCKE & RITTER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,532
- Estimated Expense Ratio: 0.479% 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 | $40,877 | — | $40,877 | — | — |
| 2023 | $41,864 | — | $41,864 | — | — |
| 2022 | $34,775 | — | $34,775 | — | — |