Plan Snapshot
- Plan Sponsor: Kiel Center Partners, L.P.
- Sponsor EIN: 431627537
- Sponsor Address: 1401 CLARK AVENUE, ST. LOUIS, MO, 631032700
- Plan Type: 401(k)
- Total Participants: 444
- Total Assets: $24.0M
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 | 444 | $24.0M | $386,233 | $1.4M |
| 2023 | 416 | $21.4M | $355,266 | $1.2M |
| 2022 | 445 | $17.2M | $176,175 | $1.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $65,630 | — | $65,630 |
| M HOLDINGS SECURITIES | INVESTMENT ADVISORY | $6,406 | — | $6,406 |
| JASON UNDERWOOD CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JASON UNDERWOOD CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,036
- Estimated Expense Ratio: 0.301% 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 | $72,036 | $6,406 | $65,630 | — | — |
| 2023 | $54,446 | — | $54,446 | — | — |
| 2022 | $64,920 | $16,210 | $48,710 | — | — |