Plan Snapshot
- Plan Sponsor: Khs Usa, INC.
- Sponsor EIN: 391145674
- Sponsor Address: 880 BAHCALL COURT, WAUKESHA, WI, 53186
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 486
- Total Assets: $56.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 486 | $56.0M | $0 | $0 |
| 2024 | 349 | $53.3M | $1.5M | $3.0M |
| 2023 | 311 | $50.4M | $1.4M | $2.7M |
| 2022 | 285 | $43.4M | $1.0M | $2.4M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $16,515 | — | $16,515 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,515
- Estimated Expense Ratio: 0.029% 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 | $10,554,315 | $16,515 | $300 | — | — |
| 2024 | $13,523 | $11,673 | — | — | — |
| 2023 | $16,751 | $14,650 | — | — | — |
| 2022 | $22,432 | $18,681 | — | — | — |