Plan Snapshot
- Plan Sponsor: Kolder, INC.
- Sponsor EIN: 742243674
- Sponsor Address: 507 W. OWASSA, SUITE D, EDINBURG, TX, 78539
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $9.3M
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 | 179 | $9.3M | $258,744 | $426,751 |
| 2023 | 194 | $8.2M | $249,750 | $403,137 |
| 2022 | 197 | $6.6M | $232,651 | $383,243 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — 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 | $50,160 | $239 | $49,221 | — | — |
| 2023 | $40,081 | $97 | $39,334 | — | — |
| 2022 | $36,792 | — | — | — | — |