Plan Snapshot
- Plan Sponsor: Kp Ventures Well Drilling And Pump Company LLC
- Sponsor EIN: 901118078
- Sponsor Address: PO BOX 2411, COTTONWOOD, AZ, 86326
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $1.4M
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 | 86 | $1.4M | $234,139 | $284,089 |
| 2023 | 129 | $909,175 | $226,265 | $269,305 |
| 2022 | 115 | $424,499 | $165,494 | $214,162 |
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 VANGUARD GROUP, INC. | RECORDKEEPER | $6,975 | — | $6,975 |
| FUTUREPLAN BY ASCENSUS | OTHER SERVICES | $6,200 | — | $6,200 |
| EVERS ROBINSON LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — RECORDKEEPER
- EVERS ROBINSON LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,175
- Estimated Expense Ratio: 0.929% 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 | $5,675 | — | $5,675 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |