# Ksl Associate Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ksl-associate-group-inc-401k-plan

> Ksl Associate Group, INC.'s 401(k) plan: 3,907 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ksl Associate Group, INC.

- **Sponsor EIN:** 330894084

- **Sponsor Address:** 5790 FLEET STREET, CARLSBAD, CA, 92008

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

- **Total Participants:** 3,907

- **Total Assets:** $21.0M

## 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|3,907|$21.0M|$371,832|$2.6M|

| 2023|2,020|$17.9M|$312,729|$2.2M|

| 2022|1,658|$15.3M|$299,469|$1.9M|

## 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 INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$70,273|—|$70,273|

| NFP RETIREMENT INC|ADVISOR|$34,836|—|$34,836|

| KESTRA INVESTMENT SERVICES LLC|ADVISOR|$10,404|—|$10,404|

| WITHUMSMITHBROWN, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [NFP RETIREMENT INC](https://planprovider.pro/provider/accelerate-retirement) — ADVISOR

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [WITHUMSMITHBROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $115,513

- **Estimated Expense Ratio:** 0.549% 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|$115,513|$45,240|—|—|—|

| 2023|$118,991|$39,134|—|—|—|

| 2022|$136,334|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ksl-associate-group-inc-401k-plan)

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