# Kirkpatrick Management Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kirkpatrick-management-company-inc-401k-plan

> Kirkpatrick Management Company, INC.'s 401(k) plan: 249 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

## Similar Plans

- [Barrett & Stokely, INC.](https://planprovider.pro/companies/barrett-stokely-inc-401k-plan) — 241 participants

- [Krg Management, LLC](https://planprovider.pro/companies/krg-management-llc-plan-001) — 225 participants

- [Ahepa Management Company, INC.](https://planprovider.pro/companies/ahepa-management-company-inc-403b-plan) — 304 participants

- [Buckingham Management, LLC](https://planprovider.pro/companies/buckingham-management-llc-401k-plan) — 305 participants

- [Bradley Company, LLC](https://planprovider.pro/companies/bradley-company-llc-401k-plan) — 191 participants

- [Barratt Asset Management LLC](https://planprovider.pro/companies/barratt-asset-management-llc-401k-plan) — 188 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kirkpatrick-management-company-inc-401k-plan)

© 2026 PlanProvider.Pro