Plan Snapshot
- Plan Sponsor: Kirkpatrick Management Company, INC.
- Sponsor EIN: 351291497
- Sponsor Address: 5702 KIRKPATRICK WAY, INDIANAPOLIS, IN, 46220
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $5.4M
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 | 249 | $5.4M | $51,026 | $271,554 |
| 2023 | 244 | $5.0M | $50,008 | $280,027 |
| 2022 | 241 | $4.3M | $51,456 | $302,250 |
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 |
|---|---|---|---|---|
| COMER & NOWLING AND ASSOCIATES | 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 |
|---|---|---|---|---|---|
| 2024 | $48,831 | $29,617 | — | — | — |
| 2023 | $35,741 | $19,169 | — | — | — |
| 2022 | $17,020 | $17,020 | — | — | — |