Plan Snapshot
- Plan Sponsor: Kings & Convicts Bp LLC
- Sponsor EIN: 843026751
- Sponsor Address: 614 5TH AVE STE A, SAN DIEGO, CA, 921016964
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 532
- Total Assets: $8.4M
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. |
|---|---|---|---|---|
| 2025 | 532 | $8.4M | $0 | $0 |
| 2024 | 284 | $7.3M | $235,198 | $407,474 |
| 2023 | 413 | $6.9M | $287,850 | $514,772 |
| 2022 | 413 | $6.0M | $334,472 | $647,113 |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $9,592 | — | $9,592 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,592
- Estimated Expense Ratio: 0.114% 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 |
|---|---|---|---|---|---|
| 2025 | $684,511 | $28,298 | — | — | — |
| 2024 | $44,939 | $9,236 | — | — | — |
| 2023 | $44,938 | $8,230 | — | — | — |
| 2022 | $42,425 | — | $42,425 | — | — |