Plan Snapshot
- Plan Sponsor: Kong Company, LLC
- Sponsor EIN: 841559729
- Sponsor Address: 16191 TABLE MOUNTAIN PKWY, GOLDEN, CO, 80403
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $13.9M
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 | 199 | $13.9M | $611,078 | $1.1M |
| 2023 | 232 | $12.2M | $500,139 | $998,566 |
| 2022 | 264 | $8.8M | $324,384 | $911,938 |
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 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 | $54,907 | $54,907 | — | — | — |
| 2023 | $45,332 | $45,332 | — | — | — |
| 2022 | $41,163 | $41,163 | — | — | — |