Plan Snapshot
- Plan Sponsor: Ksm Business Services, INC.
- Sponsor EIN: 352123203
- Sponsor Address: 800 EAST 96TH STREET SUITE 500, INDIANAPOLIS, IN, 462403771
- Plan Type: DC
- Total Participants: 672
- Total Assets: $92.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 672 | $92.0M | $0 | $0 |
| 2023 | 512 | $92.1M | $3.3M | $0 |
| 2022 | 482 | $93.7M | $2.8M | $0 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY CAPITAL MANAGEMENT, | Investment Advisor | $65,351 | — | $65,351 |
| OXFORD FINANCIAL GROUP LTD., LLC | Investment Advisor | $43,305 | — | $43,305 |
| BAXTER STREET FUND, L.P. | Investment Advisor | $9,270 | — | $9,270 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY CAPITAL MANAGEMENT, — Investment Advisor
- OXFORD FINANCIAL GROUP LTD., LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,926
- Estimated Expense Ratio: 0.128% 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 | $117,948 | $117,854 | — | — | — |
| 2023 | $138,916 | — | — | $138,916 | — |
| 2022 | $150,792 | — | — | — | — |