# Kimball & Beecher Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/kimball-beecher-group-llc-814862577-001

> Kimball & Beecher Group LLC's 401(k) plan: 126 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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