Plan Snapshot
- Plan Sponsor: Koontz Bryant Johnson Williams, INC.
- Sponsor EIN: 541558185
- Sponsor Address: 1703 N. PARHAM ROAD, RICHMOND, VA, 23229
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $7.4M
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 | 126 | $7.4M | $281,697 | $572,229 |
| 2023 | 140 | $6.1M | $268,825 | $525,970 |
| 2022 | 138 | $5.6M | $265,173 | $506,524 |
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 |
|---|---|---|---|---|
| THE AMERICAN AUDITORS GROUP, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE AMERICAN AUDITORS GROUP, LLC — 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 | $33,788 | $30,983 | $2,805 | — | — |
| 2023 | $28,483 | $26,218 | $2,265 | — | — |
| 2022 | $27,737 | $26,117 | $1,620 | — | — |