Plan Snapshot
- Plan Sponsor: Kris Agency & Home Care INC.
- Sponsor EIN: 113175479
- Sponsor Address: 169-14 HILLSIDE AVENUE, JAMAICA, NY, 11432
- Plan Type: DC
- Total Participants: 345
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 345 | $2.1M | $243,991 | $0 |
| 2023 | 315 | $2.4M | $607,357 | $0 |
| 2022 | 773 | $1.9M | $505,358 | $0 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $70,389 | $8,381 | — | — | — |
| 2023 | $37,970 | — | $37,970 | — | — |
| 2022 | $29,429 | — | $23,223 | — | $6,206 |