# Kl&amp;A, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kl-a-inc-401k-plan

> Kl&amp;A, INC.&#39;s 401(k) plan: 110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kl&A, INC.

- **Sponsor EIN:** 943216913

- **Sponsor Address:** 1717 WASHINGTON AVENUE SUITE 100, GOLDEN, CO, 80401

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

- **Total Participants:** 110

- **Total Assets:** $17.3M

## 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|110|$17.3M|$247,409|$1.2M|

| 2023|109|$13.5M|$229,257|$1.1M|

| 2022|132|$10.6M|$190,240|$997,401|

## 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|

| NFP RETIREMENT INC.|INVESTMENT ADVISOR|$35,606|—|$35,606|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$20,286|—|$20,286|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$6,324|—|$6,324|

| WIPFLI, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WIPFLI, LLC](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $62,216

- **Estimated Expense Ratio:** 0.360% 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|$66,033|$41,930|—|—|—|

| 2023|$53,542|$34,231|—|—|—|

| 2022|—|—|—|—|—|

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