Plan Snapshot
- Plan Sponsor: Kpi Concepts, LLC
- Sponsor EIN: 830710883
- Sponsor Address: 1415 W. MT. PLEASANT STREET, WEST BURLINGTON, IA, 52655
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $6.7M
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 | 100 | $6.7M | $141,763 | $308,584 |
| 2023 | 106 | $5.6M | $138,434 | $273,877 |
| 2022 | 101 | $4.0M | $131,697 | $251,633 |
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 |
|---|---|---|---|---|
| FORGE FINANCIAL & MANAGEMENT CONSUL | Auditor | — | — | $0 |
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 | $29,677 | — | — | — | — |
| 2023 | $18,065 | — | — | — | — |
| 2022 | $34,676 | $15,688 | $17,638 | — | $1,350 |