Plan Snapshot
- Plan Sponsor: Kinex/R&M Holdco, LLC
- Sponsor EIN: 800953249
- Sponsor Address: 1801 AIRPORT RD, WAUKESHA, WI, 53188
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 180 | $6.4M | $0 | $778,540 |
| 2023 | 170 | $5.4M | $131,232 | $788,352 |
| 2022 | 179 | $4.2M | $138,214 | $765,787 |
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 |
|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INCORPORATED | SERVICE PROVIDER | — | $13,409 | $13,409 |
| CHORTEK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHORTEK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,409
- Estimated Expense Ratio: 0.211% 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 | $12,755 | — | $12,755 | — | — |
| 2023 | $12,158 | — | $12,158 | — | — |
| 2022 | $12,946 | — | $12,946 | — | — |