Plan Snapshot
- Plan Sponsor: Kittle'S Home Furnishings, INC.
- Sponsor EIN: 320395300
- Sponsor Address: 8600 ALLISONVILLE ROAD, INDIANAPOLIS, IN, 462501533
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $12.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 124 | $12.4M | $0 | $478,141 |
| 2023 | 136 | $11.7M | $0 | $517,293 |
| 2022 | 150 | $11.1M | $0 | $519,230 |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | Other Service Provider | $14,889 | — | $14,889 |
| KATZ, SAPPER AND MILLER | Auditor | $12,334 | — | $12,334 |
| MORGAN STANLEY GLOBAL BA | Investment Advisor | $12,043 | — | $12,043 |
| MORGAN STANLEY | Investment Advisor | $11,727 | — | $11,727 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $10,904 | — | $10,904 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER AND MILLER — Auditor
- MORGAN STANLEY GLOBAL BA — Investment Advisor
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,897
- Estimated Expense Ratio: 0.500% 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 | $61,897 | $23,770 | $25,793 | $12,334 | — |
| 2023 | $61,403 | $10,868 | $38,786 | $11,749 | — |
| 2022 | $65,892 | $23,616 | $37,586 | — | $4,690 |