Plan Snapshot
- Plan Sponsor: Ktgy Group, INC.
- Sponsor EIN: 330488819
- Sponsor Address: 17911 VON KARMAN AVENUE, IRVINE, CA, 92614
- Plan Type: 401(k)
- Total Participants: 366
- Total Assets: $66.8M
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 | 366 | $66.8M | $718,373 | $3.9M |
| 2023 | 418 | $58.4M | $824,312 | $4.4M |
| 2022 | 571 | $47.3M | $746,597 | $4.0M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $96,323 | — | $96,323 |
| LPL FINANCIAL LLC | NONE | $50,000 | — | $50,000 |
| ONEAMERICA INVESTMENT ADVISORY SERV | NONE | $18,040 | — | $18,040 |
| WITHUM SMITH & BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — NONE
- WITHUM SMITH & BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $164,363
- Estimated Expense Ratio: 0.246% 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 | $164,363 | $68,040 | — | — | — |
| 2023 | $145,656 | $57,763 | — | — | — |
| 2022 | $145,614 | $50,000 | — | — | $95,614 |