Plan Snapshot
- Plan Sponsor: Kls Martin L.P.
- Sponsor EIN: 593213685
- Sponsor Address: 11201 ST. JOHN'S INDUSTRIAL PKWY S, JACKSONVILLE, FL, 32246
- Plan Type: 401(k)
- Total Participants: 768
- Total Assets: $70.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 768 | $70.2M | $1.8M | $4.7M |
| 2023 | 658 | $57.4M | $1.6M | $3.9M |
| 2022 | 578 | $44.6M | $1.4M | $3.4M |
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 |
|---|---|---|---|---|
| ERWIN, FOUNTAIN & JACKSON, P.A. | 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 | $35,281 | — | — | — | — |
| 2023 | $30,073 | — | — | — | — |
| 2022 | $10,261 | — | — | — | — |