Plan Snapshot
- Plan Sponsor: Kti INC.
- Sponsor EIN: 953191821
- Sponsor Address: 3009 N LAUREL AVENUE, RIALTO, CA, 92377
- Plan Type: 401(k)
- Total Participants: 772
- Total Assets: $28.8M
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 | 772 | $28.8M | $1.8M | $3.2M |
| 2023 | 691 | $23.2M | $1.4M | $2.8M |
| 2022 | 657 | $17.9M | $1.3M | $2.5M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $103,528 | — | $103,528 |
| LPL FINANCIAL CORPORATION | ADVISOR | $49,657 | — | $49,657 |
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $153,185
- Estimated Expense Ratio: 0.531% 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 | $153,352 | $49,657 | — | — | — |
| 2023 | $118,456 | $38,214 | — | — | — |
| 2022 | $102,844 | $34,904 | — | — | — |