Plan Snapshot
- Plan Sponsor: Kph Healthcare Services, INC.
- Sponsor EIN: 150358720
- Sponsor Address: 29 EAST MAIN STREET, GOUVERNEUR, NY, 136421401
- Plan Type: DB
- Total Participants: 104
- Total Assets: $23.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 104 | $23.5M | $0 | $0 |
| 2023 | 115 | $22.1M | $0 | $0 |
| 2022 | 126 | $20.5M | $600,000 | $0 |
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 |
|---|---|---|---|---|
| RBC DAIN RAUSCHER | NONE | $129,879 | — | $129,879 |
| COMMUNITY BANK, NA | NONE | $6,600 | — | $6,600 |
| DANNIBLE & MCKEE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANNIBLE & MCKEE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $136,479
- Estimated Expense Ratio: 0.580% 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 | $136,479 | $129,879 | — | — | — |
| 2023 | $123,846 | $116,821 | — | — | — |
| 2022 | $128,018 | $121,243 | — | — | — |