Plan Snapshot
- Plan Sponsor: Kiolbassa Provision Company, INC.
- Sponsor EIN: 741358377
- Sponsor Address: 1325 SOUTH BRAZOS, SAN ANTONIO, TX, 78207
- Plan Type: 401(k)
- Total Participants: 270
- Total Assets: $10.2M
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 | 270 | $10.2M | $378,793 | $748,015 |
| 2023 | 280 | $8.8M | $421,994 | $798,468 |
| 2022 | 311 | $8.4M | $482,176 | $930,062 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY,PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY,PLLC — 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 | $45,929 | $22,000 | — | — | — |
| 2023 | $44,554 | $20,482 | — | — | — |
| 2022 | $22,069 | — | — | — | — |