# Kma Sunbelt Trading Corporation 401(k) Plan
Source: https://planprovider.pro/companies/kma-sunbelt-trading-corporation-401k-plan

> Kma Sunbelt Trading Corporation&#39;s 401(k) plan: 150 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kma Sunbelt Trading Corporation

- **Sponsor EIN:** 592305075

- **Sponsor Address:** 3696 ULMERTON ROAD, CLEARWATER, FL, 33762

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

- **Total Participants:** 150

- **Total Assets:** $8.2M

## 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|150|$8.2M|$127,579|$726,967|

| 2023|179|$6.8M|$123,345|$615,962|

| 2022|171|$5.5M|$87,980|$544,351|

## 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|

| PRIDA, GUIDA, & PEREZ, P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PRIDA, GUIDA, & PEREZ, P.A.](https://planprovider.pro/provider/prida-guida-and-perez-pa) — Auditor

## 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|$69,811|—|$60,649|—|—|

| 2023|$57,395|—|$52,694|—|—|

| 2022|$72,616|—|—|—|—|

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