Plan Snapshot
- Plan Sponsor: Kisinger Campo & Associates Corporation
- Sponsor EIN: 591677145
- Sponsor Address: 201 N FRANKLIN STREET, TAMPA, FL, 336025132
- Plan Type: 401(k)
- Total Participants: 359
- Total Assets: $54.3M
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 | 359 | $54.3M | $1.4M | $3.1M |
| 2023 | 340 | $46.9M | $1.1M | $2.4M |
| 2022 | 302 | $39.3M | $996,492 | $2.2M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | NONE | $69,786 | — | $69,786 |
| T ROWE PRICE RPS INC | NONE | $49,111 | — | $49,111 |
| RIVERO GORDIMER & COMPANY, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RIVERO GORDIMER & COMPANY, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,897
- Estimated Expense Ratio: 0.219% 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 | $60,840 | $11,729 | — | — | — |
| 2023 | $101,973 | $60,913 | — | — | — |
| 2022 | $98,343 | $60,683 | — | — | $300 |