# Ktgy Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ktgy-group-inc-401k-plan

> Ktgy Group, INC.'s 401(k) plan: 366 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lpl-financial-llc) — NONE

- [WITHUM SMITH & BROWN, 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:** $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|

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