Plan Snapshot
- Plan Sponsor: Ksi Trading Corp.
- Sponsor EIN: 222809136
- Sponsor Address: 100A WADE AVENUE, S PLAINFIELD, NJ, 07080
- Plan Type: 401(k)
- Total Participants: 873
- Total Assets: $8.5M
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 | 873 | $8.5M | $133,243 | $792,039 |
| 2023 | 630 | $7.1M | $0 | $605,276 |
| 2022 | 240 | $7.0M | $74,145 | $531,295 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES,LLP | Auditor | $3,923 | — | $3,923 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,923
- Estimated Expense Ratio: 0.046% 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 | $3,923 | — | — | $3,923 | — |
| 2023 | $3,059 | — | $3,059 | — | — |
| 2022 | $2,744 | — | $2,744 | — | — |