Plan Snapshot
- Plan Sponsor: Kimball & Beecher Group LLC
- Sponsor EIN: 814862577
- Sponsor Address: 4015 HURST DRIVE, WATERLOO, IA, 50701
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 126
- Total Assets: $11.9M
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. |
|---|---|---|---|---|
| 2025 | 126 | $11.9M | $0 | $0 |
| 2024 | 88 | $9.6M | $231,663 | $600,437 |
| 2023 | 78 | $7.6M | $167,146 | $524,792 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING LLC | Other Service Provider | $20,924 | — | $20,924 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,924
- Estimated Expense Ratio: 0.175% 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 | $632,735 | $20,924 | $3,435 | — | — |
| 2024 | $70,635 | — | — | — | — |
| 2023 | $72,955 | — | — | — | — |