# Kitson & Partners Management Ser 401(k) Plan
Source: https://planprovider.pro/companies/kitson-partners-management-ser-401k-plan

> Kitson & Partners Management Ser's 401(k) plan: 205 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kitson & Partners Management Ser

- **Sponsor EIN:** 261377793

- **Sponsor Address:** 4500 PGA BLVD, SUITE 400, PALM BEACH GARDENS, FL, 33418

- **Plan Type:** 401(k)

- **Total Participants:** 205

- **Total Assets:** $22.6M

## 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|205|$22.6M|$443,404|$1.5M|

| 2023|179|$19.3M|$388,838|$1.2M|

| 2022|164|$16.8M|$328,837|$1.1M|

## 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|

| MORGAN STANLEY SMITH BARNEY|INVESTMENT/FINANCIAL ADVI|$38,643|—|$38,643|

| ADP, INC.|RECORD KEEPER|$31,673|—|$31,673|

| NISIVOCCIA LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [NISIVOCCIA LLP](https://planprovider.pro/provider/nisivoccia-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $70,316

- **Estimated Expense Ratio:** 0.311% 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|$70,317|$38,644|—|—|—|

| 2023|$45,532|$34,119|—|—|—|

| 2022|$37,020|—|—|—|—|

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