# Ks Management Services, L.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/ks-management-services-l-l-c-401k-plan

> Ks Management Services, L.L.C.'s 401(k) plan: 6,334 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ks Management Services, L.L.C.

- **Sponsor EIN:** 760602862

- **Sponsor Address:** 6022 BLUE CIRCLE DRIVE, MINNETONKA, MN, 55343

- **Plan Type:** 401(k)

- **Total Participants:** 6,334

- **Total Assets:** $743.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|6,334|$743.5M|$15.2M|$42.8M|

| 2023|6,502|$661.5M|$14.6M|$38.9M|

| 2022|5,306|$549.5M|$11.1M|$32.5M|

## 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|

| FIDELITY INVEST INST CO., LLC|RECORDKEEPER|$309,649|—|$309,649|

| BAKER TILLY US, LLP|Auditor|$30,500|—|$30,500|

| BAKER TILLY|ACCOUNTANT/AUDITOR|$23,500|—|$23,500|

| VALORIE S FOSTER, CPA|CONSULTANT|$7,000|—|$7,000|

### Verified Provider Profiles

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

- [FIDELITY INVEST INST CO., LLC](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $370,649

- **Estimated Expense Ratio:** 0.050% 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|$337,632|—|—|$30,500|—|

| 2023|$432,870|$17,361|—|—|—|

| 2022|$347,900|—|—|—|—|

## Similar Plans

- [Atrius Mso, LLC](https://planprovider.pro/companies/atrius-mso-llc-401k-plan) — 5,536 participants

- [University Of Minnesota Physicians](https://planprovider.pro/companies/university-of-minnesota-physicians-401k-plan) — 4,740 participants

- [Caremount Health Solutions, LLC](https://planprovider.pro/companies/caremount-health-solutions-llc-401k-plan) — 3,369 participants

- [Infinite Health Collaborative, P.A.](https://planprovider.pro/companies/infinite-health-collaborative-p-a-401k-plan) — 3,230 participants

- [Fairview Health Services](https://planprovider.pro/companies/fairview-health-services-401k-plan-001) — 2,882 participants

- [Orthoalliance Mso, LLC](https://planprovider.pro/companies/orthoalliance-mso-llc-401k-plan-001) — 2,440 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ks-management-services-l-l-c-401k-plan)

© 2026 PlanProvider.Pro