Plan Snapshot
- Plan Sponsor: Kris Oaks Construction INC
- Sponsor EIN: 841665514
- Sponsor Address: 147 S UNION ST, SPENCERPORT, NY, 145591337
- Plan Type: 401(k)
- Total Participants: 328
- Total Assets: $3.4M
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 | 328 | $3.4M | $242,937 | $525,392 |
| 2023 | 217 | $2.5M | $205,106 | $468,691 |
| 2022 | 212 | $1.7M | $158,844 | $347,019 |
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 |
|---|---|---|---|---|
| CARON AND BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON AND BLETZER PLLC — 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 | $37,673 | $13,856 | $8,557 | — | — |
| 2023 | $30,223 | $9,762 | $17,778 | — | — |
| 2022 | $19,405 | $6,983 | $11,692 | — | $730 |