Plan Snapshot
- Plan Sponsor: Kobie Marketing, INC.
- Sponsor EIN: 593099468
- Sponsor Address: 100 SECOND AVENUE SOUTH, STE 1000, ST. PETERSBURG, FL, 33701
- Plan Type: 401(k)
- Total Participants: 337
- Total Assets: $21.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 337 | $21.7M | $264,864 | $2.2M |
| 2023 | 279 | $17.7M | $298,900 | $1.9M |
| 2022 | 273 | $14.4M | $317,165 | $1.9M |
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 |
|---|---|---|---|---|
| TRIAD ADVISORS INC | INVESTMENT ADVISOR | $70,353 | — | $70,353 |
| KELLY PARTNERS (FRS) ATTEST SERVICE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRIAD ADVISORS INC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,353
- Estimated Expense Ratio: 0.324% 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 | $133,067 | — | $62,257 | — | — |
| 2023 | $103,011 | — | $47,742 | — | — |
| 2022 | $91,723 | $49,659 | $42,064 | — | — |