Plan Snapshot
- Plan Sponsor: Kph Healthcare Services, INC.
- Sponsor EIN: 150358720
- Sponsor Address: 29 E MAIN ST, GOUVERNEUR, NY, 136421401
- Plan Type: 401(k)
- Total Participants: 3,886
- Total Assets: $777.7M
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 | 3,886 | $777.7M | $9.9M | $12.6M |
| 2023 | 3,900 | $709.1M | $7.1M | $12.1M |
| 2022 | 3,865 | $631.4M | $6.8M | $11.6M |
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 |
|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | NONE | $406,164 | — | $406,164 |
| SHEPHERD KAPLAN LLC | NONE | $29,996 | — | $29,996 |
| DANNIBLE & MCKEE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT PLANS ADMIN SERVICES, INC. — NONE
- DANNIBLE & MCKEE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $436,160
- Estimated Expense Ratio: 0.056% 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 | $436,160 | $29,996 | $406,164 | — | — |
| 2023 | $405,610 | $29,996 | $375,614 | — | — |
| 2022 | $396,116 | $29,998 | $366,118 | — | — |