Plan Snapshot
- Plan Sponsor: Ki (Usa) Corporation
- Sponsor EIN: 611157235
- Sponsor Address: 501 MAYDE ROAD, BEREA, KY, 404038730
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 102 | $5.3M | $247,676 | $224,479 |
| 2023 | 99 | $5.4M | $238,774 | $216,187 |
| 2022 | 96 | $5.0M | $218,868 | $206,931 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $8,142 | — | — | — | — |
| 2023 | $7,160 | — | — | — | — |
| 2022 | $8,118 | $2,418 | $5,700 | — | — |