Plan Snapshot
- Plan Sponsor: Knowledge Systems & Research, In
- Sponsor EIN: 161205014
- Sponsor Address: 120 MADISON STREET STE 1500, SYRACUSE, NY, 13202
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $18.0M
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 | 92 | $18.0M | $134,752 | $751,051 |
| 2023 | 92 | $15.4M | $164,381 | $758,898 |
| 2022 | 103 | $13.9M | $158,038 | $692,959 |
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 |
|---|---|---|---|---|
| FUSTCHARLES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUSTCHARLES LLP — 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 | $40,828 | $40,503 | — | — | — |
| 2023 | $37,801 | $36,631 | — | — | — |
| 2022 | $37,307 | — | — | — | — |