Plan Snapshot
- Plan Sponsor: Kme America Marine Tube & Fitting, LLC
- Sponsor EIN: 462332592
- Sponsor Address: 3440 EVERGREEN AVENUE, JACKSONVILLE, FL, 32206
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 86 | $3.1M | $319,863 | $231,760 |
| 2023 | 80 | $1.9M | $282,939 | $219,453 |
| 2022 | 90 | $2.3M | $392,337 | $253,245 |
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 |
|---|---|---|---|---|
| SMITH AND HOWARD | 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 | $1,763 | — | — | — | — |
| 2023 | $9,387 | — | $7,974 | — | — |
| 2022 | $13,863 | — | $13,863 | — | — |