Plan Snapshot
- Plan Sponsor: Kmm Telecommunications
- Sponsor EIN: 931088391
- Sponsor Address: 1900 LAKEWAY DR., STE 100, LEWISVILLE, TX, 75057
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $8.7M
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 | 134 | $8.7M | $120,387 | $755,139 |
| 2023 | 133 | $7.7M | $172,270 | $837,789 |
| 2022 | 206 | $6.5M | $195,143 | $888,913 |
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 |
|---|---|---|---|---|
| STONEHILL FIDCUCIARY MANAGEMENT | INVESTMENT/FINANCIAL ADVI | $20,013 | — | $20,013 |
| ADP, INC. | RECORD KEEPER | $11,285 | — | $11,285 |
| DORFMAN ABRAMS MUSIC LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,298
- Estimated Expense Ratio: 0.362% of plan assets
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 | $31,299 | $21,985 | — | — | — |
| 2023 | $32,750 | $20,000 | — | — | — |
| 2022 | $29,935 | — | — | — | — |