# Kris Oaks Construction INC 401(k) Plan
Source: https://planprovider.pro/companies/kris-oaks-construction-inc-401k-plan

> Kris Oaks Construction INC's 401(k) plan: 328 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PAYCHEX, INC.|RECORDKEEPER|$15,667|—|$15,667|

| THE WATERFORD GROUP|ADVISOR|$13,776|—|$13,776|

| 401K GENERATION|CONTRACT ADMINISTRATOR|$9,817|—|$9,817|

| CARON AND BLETZER PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [CARON AND BLETZER PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $39,260

- **Estimated Expense Ratio:** 1.152% 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|$37,673|$13,856|$8,557|—|—|

| 2023|$30,223|$9,762|$17,778|—|—|

| 2022|$19,405|$6,983|$11,692|—|$730|

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