# Kpi Concepts, LLC 401(k) Plan
Source: https://planprovider.pro/companies/kpi-concepts-llc-401k-plan

> Kpi Concepts, LLC's 401(k) plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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