Plan Snapshot
- Plan Sponsor: Kodiak Gypsum Mountain States LLC
- Sponsor EIN: 800961989
- Sponsor Address: 9780 PYRAMID COURT, ENGLEWOOD, CO, 80112
- Plan Type: 401(k)
- Total Participants: 5,941
- Total Assets: $193.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 5,941 | $193.5M | $5.7M | $21.0M |
| 2023 | 5,627 | $150.5M | $5.0M | $18.3M |
| 2022 | 5,230 | $116.3M | $3.8M | $16.5M |
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 |
|---|---|---|---|---|
| PLANTE AND MORAN PLLC | Auditor | — | — | $0 |
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 | $455,186 | $175,000 | $280,186 | — | — |
| 2023 | $419,958 | $175,000 | $244,958 | — | — |
| 2022 | $398,115 | $196,045 | $202,070 | — | — |