Plan Snapshot
- Plan Sponsor: Kld Associates INC.
- Sponsor EIN: 112233459
- Sponsor Address: 1500 ROUTE 112 BUILDING 9, PORT JEFFERSON STATION, NY, 11776
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $13.1M
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 | 138 | $13.1M | $720,104 | $714,650 |
| 2023 | 109 | $10.4M | $621,430 | $459,082 |
| 2022 | 109 | $8.1M | $423,436 | $340,317 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY LLP | Auditor | — | — | $0 |
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 | $25,148 | — | — | — | — |
| 2023 | $1,324 | — | — | — | — |
| 2022 | $14,706 | $2,349 | — | — | — |