Plan Snapshot
- Plan Sponsor: Kolcraft Enterprises, INC.
- Sponsor EIN: 363337917
- Sponsor Address: 1100 W MONROE ST, CHICAGO, IL, 606072507
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $8.5M
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 | 125 | $8.5M | $9,103 | $398,908 |
| 2023 | 150 | $8.4M | $43,068 | $448,899 |
| 2022 | 178 | $7.6M | $108,687 | $544,886 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | — | $16,025 | $16,025 |
| VOYA RETIREMENT ADVISORS, LLC | Other Service Provider | $5,184 | — | $5,184 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,209
- Estimated Expense Ratio: 0.250% 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 | $16,652 | — | $16,652 | — | — |
| 2023 | $8,271 | — | $8,271 | — | — |
| 2022 | $6,894 | — | $6,894 | — | — |