Plan Snapshot
- Plan Sponsor: Kpg Healthcare, LLC
- Sponsor EIN: 453758041
- Sponsor Address: 7135 EAST CAMELBACK RD #230, SCOTTSDALE, AZ, 85251
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 166 | $2.7M | $0 | $594,597 |
| 2023 | 255 | $2.2M | $0 | $602,442 |
| 2022 | 300 | $1.4M | $0 | $656,495 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
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 | $33,832 | — | $16,768 | — | — |
| 2023 | $25,823 | — | $14,708 | — | — |
| 2022 | $15,302 | $6,781 | $8,521 | — | — |