Plan Snapshot
- Plan Sponsor: Kids2, LLC
- Sponsor EIN: 941622533
- Sponsor Address: 3333 PIEDMONT ROAD, ATLANTA, GA, 30305
- Plan Type: 401(k)
- Total Participants: 225
- Total Assets: $45.8M
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 | 225 | $45.8M | $792,709 | $2.5M |
| 2023 | 240 | $42.1M | $704,173 | $2.5M |
| 2022 | 215 | $29.2M | $782,930 | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $78,462 | — | $78,462 |
| INVESTMENT RESEARCH & ADVISORY GRO | Investment Advisor | $32,500 | — | $32,500 |
| LONG & ASSOCIATES | Auditor | $16,200 | — | $16,200 |
| KAHN, LITWIN, RENZA & CO., LTD | Auditor | $9,056 | — | $9,056 |
| THOMPSON HINE | ERISA Attorney | $7,799 | — | $7,799 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $6,548 | — | $6,548 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- LONG & ASSOCIATES — Auditor
- THOMPSON HINE — ERISA Attorney
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $150,565
- Estimated Expense Ratio: 0.329% 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 | $150,565 | $6,548 | — | $25,256 | — |
| 2023 | $95,641 | $19,041 | — | $15,620 | — |
| 2022 | $88,444 | $2,513 | — | — | — |