# Kimball Union Academy 401(k) Plan
Source: https://planprovider.pro/companies/kimball-union-academy-401k-plan

> Kimball Union Academy's 401(k) plan: 149 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/trg-investment-advisors-llc) — Other Service Provider

- [TIAA- TEACHERS INSURANCE AND ANNUIT](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — 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|—|—|

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