Plan Snapshot
- Plan Sponsor: Kinsley Enterprises, INC.
- Sponsor EIN: 352615344
- Sponsor Address: 6259 REYNOLDS MILL ROAD, SEVEN VALLEYS, PA, 17360
- Plan Type: 401(k)
- Total Participants: 3,921
- Total Assets: $218.1M
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 | 3,921 | $218.1M | $6.5M | $12.7M |
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 |
|---|---|---|---|---|
| VICUS CAPITAL | INVESTMENT ADVISOR | $230,439 | — | $230,439 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $130,580 | — | $130,580 |
| EMC CPAS, LLC | AUDITOR | $14,513 | — | $14,513 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VICUS CAPITAL — INVESTMENT ADVISOR
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- EMC CPAS, LLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $375,532
- Estimated Expense Ratio: 0.172% 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 | $375,532 | $230,439 | — | $14,513 | — |