Plan Snapshot
- Plan Sponsor: Kpm, LLC
- Sponsor EIN: 200071421
- Sponsor Address: 1128 INDEPENDENCE BLVD, VIRGINIA BEACH, VA, 23455
- Plan Type: 401(k)
- Total Participants: 258
- Total Assets: $18.0M
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 | 258 | $18.0M | $534,029 | $951,931 |
| 2023 | 231 | $15.1M | $470,241 | $859,912 |
| 2022 | 194 | $11.8M | $434,680 | $775,400 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $2,770 | — | $2,770 | — | — |
| 2023 | $1,518 | — | $1,518 | — | — |
| 2022 | $1,805 | — | $1,805 | — | — |