Plan Snapshot
- Plan Sponsor: Kps Global, LLC
- Sponsor EIN: 383980033
- Sponsor Address: 4201 N. BEACH STREET, FORT WORTH, TX, 76137
- Plan Type: 401(k)
- Total Participants: 793
- Total Assets: $45.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 793 | $45.3M | $2.2M | $3.4M |
| 2023 | 766 | $37.4M | $1.8M | $2.9M |
| 2022 | 764 | $30.5M | $1.6M | $2.6M |
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 |
|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | Investment Advisor | — | $72,403 | $72,403 |
| ECONOMIC GROUP PENSION SERVICES | Recordkeeper | — | $18,762 | $18,762 |
| KPS GLOBAL LLC | Other Service Provider | $11,735 | — | $11,735 |
| MORNINGSTAR | Investment Advisor | — | $5,881 | $5,881 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SERVICES INC — Investment Advisor
- MORNINGSTAR — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,781
- Estimated Expense Ratio: 0.240% 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 | $125,684 | — | $125,684 | — | — |
| 2023 | $96,293 | $96,293 | — | — | — |
| 2022 | $75,623 | $75,623 | — | — | — |