# Ktm North America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ktm-north-america-inc-401k-plan

> Ktm North America, INC.'s 401(k) plan: 307 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MMA SECURITIES](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — ACCOUNTANT/AUDITOR

- [MEIHAUS CPA, PC](https://planprovider.pro/provider/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|—|—|—|—|

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