Plan Snapshot
- Plan Sponsor: Kpm Analytics INC.
- Sponsor EIN: 474847857
- Sponsor Address: 8 TECHNOLOGY DRIVE, WESTBOROUGH, MA, 01581
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $7.8M
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 | 119 | $7.8M | $313,784 | $701,624 |
| 2023 | 142 | $6.2M | $251,499 | $549,654 |
| 2022 | 94 | $4.5M | $186,518 | $419,812 |
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 |
|---|---|---|---|---|
| GRANT THORNTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON, 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 | $41,090 | $3,190 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |