Plan Snapshot
- Plan Sponsor: Kinsale Management, INC.
- Sponsor EIN: 900492124
- Sponsor Address: 2035 MAYWILL STREET, RICHMOND, VA, 23230
- Plan Type: 401(k)
- Total Participants: 680
- Total Assets: $69.5M
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 | 680 | $69.5M | $4.9M | $6.5M |
| 2023 | 576 | $51.5M | $3.8M | $5.0M |
| 2022 | 466 | $36.7M | $3.0M | $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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $5,205 | — | $5,205 |
| KEITER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,205
- Estimated Expense Ratio: 0.007% 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 | $4,930 | $3,580 | — | — | — |
| 2023 | $3,736 | $524 | $2,235 | — | — |
| 2022 | $5,579 | $147 | $5,432 | — | — |