Plan Snapshot
- Plan Sponsor: Kiosk Information Systems, INC.
- Sponsor EIN: 841250604
- Sponsor Address: 346 S. ARTHUR AVE., LOUISVILLE, CO, 80027
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $10.2M
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 | 154 | $10.2M | $321,776 | $700,815 |
| 2023 | 144 | $8.9M | $320,182 | $652,706 |
| 2022 | 121 | $8.5M | $305,746 | $652,154 |
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 |
|---|---|---|---|---|
| BDO USA PC | Auditor | $3,607 | — | $3,607 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,607
- Estimated Expense Ratio: 0.035% 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 | -$2,225 | $17,225 | — | $3,607 | — |
| 2023 | $99,291 | $34,738 | — | — | — |
| 2022 | $75,081 | $31,955 | — | — | — |