Plan Snapshot
- Plan Sponsor: Kompan, INC.
- Sponsor EIN: 910819688
- Sponsor Address: 605 W HOWARD LN STE 101, AUSTIN, TX, 787539786
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $10.0M
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 | 207 | $10.0M | $865,470 | $1.2M |
| 2023 | 134 | $6.7M | $381,648 | $961,532 |
| 2022 | 120 | $4.8M | $332,851 | $768,986 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | 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 | -$2,741 | — | — | — | — |
| 2023 | $7,881 | — | — | — | — |
| 2022 | $9,892 | $9,892 | — | — | — |