Plan Snapshot
- Plan Sponsor: Kimray, INC.
- Sponsor EIN: 730563687
- Sponsor Address: 52 NW 42ND STREET, OKLAHOMA CITY, OK, 73118
- Plan Type: 401(k)
- Total Participants: 654
- Total Assets: $100.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 654 | $100.1M | $6.4M | $5.0M |
| 2023 | 816 | $92.8M | $4.1M | $5.0M |
| 2022 | 829 | $75.8M | $3.9M | $3.9M |
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 |
|---|---|---|---|---|
| MILLIMAN, INC. | Recordkeeper | $232,072 | — | $232,072 |
| PENSION CONSULTANTS INC. | Investment Advisor | $61,318 | — | $61,318 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | — | $26,542 | $26,542 |
| HOGANTAYLOR | Auditor | $23,250 | — | $23,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- PENSION CONSULTANTS INC. — Investment Advisor
- CHARLES SCHWAB TRUST BANK — Recordkeeper
- HOGANTAYLOR — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $343,182
- Estimated Expense Ratio: 0.343% 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 | $2,086,251 | $61,318 | — | $23,250 | — |
| 2023 | $3,616,181 | $57,588 | — | $14,500 | — |
| 2022 | $1,548,354 | — | — | — | $164,217 |