Plan Snapshot
- Plan Sponsor: Kimrad Transport, LP
- Sponsor EIN: 201997383
- Sponsor Address: 371 WEST LOOP 335 SOUTH, AMARILLO, TX, 79118
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $6.7M
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 | 163 | $6.7M | $314,675 | $764,326 |
| 2023 | 160 | $5.9M | $293,176 | $649,871 |
| 2022 | 157 | $4.7M | $256,585 | $589,978 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $107,631 | — | $107,631 |
| STEWART MARTIN DUDLEY WEBB, PC | AUDITOR | $17,128 | — | $17,128 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,759
- Estimated Expense Ratio: 1.860% 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 | $42,672 | — | $25,544 | $17,128 | — |
| 2023 | $20,523 | — | $20,523 | — | — |
| 2022 | $19,158 | — | $19,158 | — | — |