Plan Snapshot
- Plan Sponsor: Kimball Union Academy
- Sponsor EIN: 020222147
- Sponsor Address: P.O. BOX 188, MERIDEN, NH, 037700188
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $31.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 149 | $31.8M | $804,265 | $586,202 |
| 2023 | 155 | $28.7M | $748,915 | $581,544 |
| 2022 | 156 | $25.6M | $731,178 | $576,787 |
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 |
|---|---|---|---|---|
| TRG INVESTMENT ADVISORS, LLC | Other Service Provider | $40,382 | — | $40,382 |
| TIAA- TEACHERS INSURANCE AND ANNUIT | Other Service Provider | $14,410 | — | $14,410 |
| TSS FINANCIAL PARTNERS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRG INVESTMENT ADVISORS, LLC — Other Service Provider
- TIAA- TEACHERS INSURANCE AND ANNUIT — Other Service Provider
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,792
- Estimated Expense Ratio: 0.172% 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 | $54,642 | — | $53,122 | — | — |
| 2023 | $52,942 | — | $51,914 | — | — |
| 2022 | $85,497 | $1,327 | $84,170 | — | — |