Plan Snapshot
- Plan Sponsor: Kpg Corp.
- Sponsor EIN: 201999911
- Sponsor Address: 310 EAST 96TH STREET, INDIANAPOLIS, IN, 46240
- Plan Type: 401(k)
- Total Participants: 737
- Total Assets: $22.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 737 | $22.9M | $908,393 | $2.0M |
| 2023 | 479 | $18.9M | $783,209 | $1.7M |
| 2022 | 432 | $15.2M | $623,288 | $1.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $61,650 | — | $61,650 |
| SHEPHERD FINANCIAL INVESTMENT | ADVISOR | $49,056 | — | $49,056 |
| CBIZ CPAS P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SHEPHERD FINANCIAL INVESTMENT — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $110,706
- Estimated Expense Ratio: 0.482% 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 | $110,705 | $49,055 | — | — | — |
| 2023 | $88,607 | $41,733 | $1,200 | — | — |
| 2022 | $98,270 | — | — | — | — |