Plan Snapshot
- Plan Sponsor: Kittelson & Associates, INC.
- Sponsor EIN: 930964447
- Sponsor Address: 225 EAST ROBINSON STREET, ORLANDO, FL, 32801
- Plan Type: 401(k)
- Total Participants: 362
- Total Assets: $72.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 362 | $72.3M | $7.0M | $2.0M |
| 2023 | 363 | $57.2M | $6.3M | $1.7M |
| 2022 | 340 | $42.1M | $5.7M | $1.6M |
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 |
|---|---|---|---|---|
| ALDRICH CPAS + ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPAS + ADVISORS LLP — Auditor
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 | $4,513 | — | — | — | — |
| 2023 | $3,120 | — | — | — | — |
| 2022 | $3,135 | — | — | — | $300 |