# Kimbel Mechanical Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kimbel-mechanical-systems-inc-401k-plan

> Kimbel Mechanical Systems, INC.'s 401(k) plan: 1,275 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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