Plan Snapshot
- Plan Sponsor: Ktm North America, INC.
- Sponsor EIN: 341701652
- Sponsor Address: 30125 KTM WAY, MURRIETA, CA, 92563
- Plan Type: 401(k)
- Total Participants: 307
- Total Assets: $22.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 307 | $22.9M | $658,652 | $2.0M |
| 2023 | 345 | $18.8M | $537,192 | $1.8M |
| 2022 | 270 | $14.8M | $572,833 | $1.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $54,312 | — | $54,312 |
| MMA SECURITIES | ADVISOR | $47,569 | — | $47,569 |
| PLANTE & MORAN, PLLC | ACCOUNTANT/AUDITOR | $21,175 | — | $21,175 |
| MEIHAUS CPA, PC | Auditor | $21,175 | — | $21,175 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MMA SECURITIES — ADVISOR
- PLANTE & MORAN, PLLC — ACCOUNTANT/AUDITOR
- MEIHAUS CPA, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,231
- Estimated Expense Ratio: 0.630% 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 | $123,056 | $47,569 | — | $21,175 | — |
| 2023 | $87,112 | $39,118 | — | — | — |
| 2022 | $86,711 | — | — | — | — |