Plan Snapshot
- Plan Sponsor: Kost Usa, LLC
- Sponsor EIN: 133063500
- Sponsor Address: 1000 TENNESSEE AVENUE, CINCINNATI, OH, 45229
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 354 | $12.4M | $579,311 | $1.4M |
| 2023 | 128 | $4.9M | $237,785 | $638,037 |
| 2022 | 119 | $4.0M | $290,567 | $663,384 |
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 |
|---|---|---|---|---|
| PENSION CORPORATION OF AMERICA | NONE | $23,094 | $14,292 | $37,386 |
| BARNES DENNIG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,386
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 |
|---|---|---|---|---|---|
| 2025 | $20,630 | $11,978 | — | — | — |
| 2024 | $30,434 | $5,723 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |