# Kmsjr, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kmsjr-inc-401k-plan

> Kmsjr, INC.'s 401(k) plan: 466 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sentinel-group) — NONE

- [SENTINEL PENSION ADVISORS](https://planprovider.pro/provider/sentinel-group) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kmsjr-inc-401k-plan)

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