Plan Snapshot
- Plan Sponsor: Kmsjr, INC.
- Sponsor EIN: 873908051
- Sponsor Address: 1722 CLARENCE COURT, WEST BEND, WI, 53095
- Plan Type: 401(k)
- Total Participants: 466
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 466 | $7.7M | $52,499 | $361,102 |
| 2023 | 489 | $6.9M | $53,515 | $348,791 |
| 2022 | 365 | $5.9M | $46,555 | $331,484 |
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 |
|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | NONE | $35,271 | — | $35,271 |
| SENTINEL PENSION ADVISORS | NONE | $22,090 | — | $22,090 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS GROUP, LLC — NONE
- SENTINEL PENSION ADVISORS — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,361
- Estimated Expense Ratio: 0.749% 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 | $60,256 | $22,090 | — | — | — |
| 2023 | $38,221 | $15,183 | — | — | — |
| 2022 | $2,080 | — | $2,080 | — | — |