Plan Snapshot
- Plan Sponsor: Kids Are First, INC.
- Sponsor EIN: 274661034
- Sponsor Address: P.O. BOX 1378, CARRIZO SPRINGS, TX, 78834
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $2.2M
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. |
|---|---|---|---|---|
| 2024 | 164 | $2.2M | $117,319 | $156,877 |
| 2023 | 196 | $2.0M | $114,967 | $170,045 |
| 2022 | 155 | $1.6M | $105,079 | $157,857 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH - EPS | Other Service Provider | $6,933 | — | $6,933 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,933
- Estimated Expense Ratio: 0.315% 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 | $24,397 | — | $24,397 | — | — |
| 2023 | $19,853 | — | $19,853 | — | — |
| 2022 | $19,986 | $18,784 | — | — | — |