Plan Snapshot
- Plan Sponsor: Kpa Services, LLC
- Sponsor EIN: 201147668
- Sponsor Address: 11080 CIRCLE POINT RD., WESTMINSTER, CO, 80020
- Plan Type: 401(k)
- Total Participants: 397
- Total Assets: $37.7M
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 | 397 | $37.7M | $1.7M | $3.3M |
| 2023 | 345 | $29.4M | $1.4M | $2.6M |
| 2022 | 305 | $23.8M | $1.1M | $2.4M |
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 | 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 | $205,874 | $181,549 | $24,325 | — | — |
| 2023 | $154,327 | $139,809 | $14,518 | — | — |
| 2022 | $158,114 | $130,231 | $27,133 | — | $750 |