Plan Snapshot
- Plan Sponsor: Kimbel Mechanical Systems, INC.
- Sponsor EIN: 621703316
- Sponsor Address: 1936 N SHILOH DR, FAYETTEVILLE, AR, 72704
- Plan Type: 401(k)
- Total Participants: 1,275
- Total Assets: $20.8M
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 | 1,275 | $20.8M | $744,307 | $2.3M |
| 2023 | 1,173 | $17.6M | $596,272 | $2.0M |
| 2022 | 519 | $14.0M | $764,461 | $1.9M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | SERVICE PROVIDER | — | $58,297 | $58,297 |
| CONNER ASH PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,297
- Estimated Expense Ratio: 0.280% 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 | $147,461 | $4,817 | $140,294 | — | — |
| 2023 | $129,685 | $1,831 | — | — | — |
| 2022 | $67,479 | $43,196 | $16,743 | — | — |