# Kpg Corp. 401(k) Plan
Source: https://planprovider.pro/companies/kpg-corp-401k-plan

> Kpg Corp.'s 401(k) plan: 737 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SHEPHERD FINANCIAL INVESTMENT](https://planprovider.pro/provider/shepherd-financial-investment-advisory-llc) — 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|—|—|—|—|

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