Plan Snapshot
- Plan Sponsor: Kings Iii Of America, LLC
- Sponsor EIN: 752411095
- Sponsor Address: 751 CANYON DRIVE, COPPELL, TX, 75019
- Plan Type: 401(k)
- Total Participants: 322
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 322 | $10.8M | $0 | $1.6M |
| 2023 | 249 | $9.0M | $334,756 | $1.2M |
| 2022 | 192 | $6.9M | $301,334 | $955,574 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $37,909 | $24,886 | $5,309 | — | — |
| 2023 | $39,387 | $18,183 | $20,579 | — | — |
| 2022 | $26,942 | $16,008 | $10,934 | — | — |