Plan Snapshot
- Plan Sponsor: Kp LLC
- Sponsor EIN: 930563572
- Sponsor Address: 3700 SEAPORT BLVD., WEST SACRAMENTO, CA, 95691
- Plan Type: 401(k)
- Total Participants: 347
- Total Assets: $55.6M
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 | 347 | $55.6M | $284,389 | $1.9M |
| 2023 | 328 | $52.2M | $278,371 | $2.0M |
| 2022 | 377 | $42.2M | $278,471 | $1.9M |
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 |
|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | ADVISOR | $51,323 | — | $51,323 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $48,784 | — | $48,784 |
| AUDIT AND TAX SOLUTIONS PCAS, INC. | ACCOUNTANT/AUDITOR | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- AUDIT AND TAX SOLUTIONS PCAS, INC. — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $110,107
- Estimated Expense Ratio: 0.198% of plan assets
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 | $110,107 | $51,323 | — | $10,000 | — |
| 2023 | $78,547 | $45,304 | — | — | — |
| 2022 | $47,897 | — | — | — | — |