Plan Snapshot
- Plan Sponsor: Kta Tator, INC.
- Sponsor EIN: 251342759
- Sponsor Address: 145 ENTERPRISE DRIVE, PITTSBURGH, PA, 15275
- Plan Type: 401(k)
- Total Participants: 284
- Total Assets: $45.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 284 | $45.0M | $556,159 | $1.9M |
| 2023 | 257 | $39.0M | $497,613 | $1.7M |
| 2022 | 262 | $33.9M | $467,281 | $1.6M |
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 |
|---|---|---|---|---|
| CYPHER & CYPHER | Auditor | — | — | $0 |
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 | $87,577 | $40,000 | $26,602 | — | — |
| 2023 | $90,993 | $40,000 | $33,164 | — | — |
| 2022 | $97,039 | $20,000 | $72,196 | — | $4,843 |