Plan Snapshot
- Plan Sponsor: Ksm Business Services, INC.
- Sponsor EIN: 352123203
- Sponsor Address: 800 E. 96TH ST. SUITE 500, INDIANAPOLIS, IN, 46240
- Plan Type: 401(k)
- Total Participants: 728
- Total Assets: $105.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 728 | $105.5M | $0 | $7.3M |
| 2023 | 559 | $82.3M | $0 | $6.3M |
| 2022 | 484 | $59.7M | $0 | $5.1M |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $8,342 | — | $300 | — | — |
| 2023 | $8,349 | — | $300 | — | — |
| 2022 | $6,969 | — | — | — | — |