Plan Snapshot
- Plan Sponsor: Kirke Financial Services, L.L.C.
- Sponsor EIN: 421489727
- Sponsor Address: 5465 MILLS CIVIC PARKWAY, WEST DES MOINES, IA, 50266
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 377 | $15.5M | $503,143 | $901,399 |
| 2023 | 356 | $14.3M | $440,967 | $835,895 |
| 2022 | 336 | $12.9M | $397,194 | $798,090 |
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 |
|---|---|---|---|---|
| SKIBBIE CPA, INC. | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $74,297 | — | $74,297 | — | — |
| 2024 | $117,772 | — | $117,772 | — | — |
| 2023 | $121,276 | — | $121,276 | — | — |
| 2022 | $133,993 | — | — | — | $133,993 |