Plan Snapshot
- Plan Sponsor: Kpc Global Management, LLC
- Sponsor EIN: 264469929
- Sponsor Address: 1301 N. TUSTIN AVE, SANTA ANA, CA, 92705
- Plan Type: 401(k)
- Total Participants: 6,929
- Total Assets: $298.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 6,929 | $298.3M | $5.9M | $20.9M |
| 2023 | 7,255 | $268.1M | $5.5M | $19.4M |
| 2022 | 7,054 | $236.5M | $5.6M | $19.8M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $555,921 | $1,591 | $557,512 |
| MMA SECURITIES LLC | BROKER/DEALER | — | $142,081 | $142,081 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $128,812 | — | $128,812 |
| BDO | SERVICE PROVIDER | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES LLC — BROKER/DEALER
- BDO — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $838,405
- Estimated Expense Ratio: 0.281% 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 | $694,732 | $141,202 | $536,130 | — | — |
| 2023 | $613,941 | $126,524 | $455,350 | — | — |
| 2022 | $595,091 | — | — | — | — |