# Kobie Marketing, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kobie-marketing-inc-401k-plan

> Kobie Marketing, INC.'s 401(k) plan: 337 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/stonebridge-financial-group) — 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|—|—|

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

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