# Kleinschmidt Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kleinschmidt-associates-inc-401k-plan

> Kleinschmidt Associates, INC.'s 401(k) plan: 211 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kleinschmidt Associates, INC.

- **Sponsor EIN:** 010371466

- **Sponsor Address:** 141 MAIN STREET, PO BOX 650, PITTSFIELD, ME, 04967

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

- **Total Participants:** 211

- **Total Assets:** $63.6M

## 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|211|$63.6M|$1.1M|$2.2M|

| 2023|214|$55.3M|$807,071|$2.1M|

| 2022|229|$46.1M|$699,466|$1.8M|

## 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|

| BAKER NEWMAN NOYES|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|$72,157|$35,000|—|—|—|

| 2023|$85,308|$35,000|$46,693|—|—|

| 2022|$89,866|$35,000|$42,586|—|$8,939|

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