Plan Snapshot
- Plan Sponsor: Kua LLC
- Sponsor EIN: 850308777
- Sponsor Address: 4017 WHITNEY STREET, JANESVILLE, WI, 535461003
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $4.2M
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 | 221 | $4.2M | $52,395 | $258,240 |
| 2023 | 189 | $3.6M | $49,096 | $264,561 |
| 2022 | 172 | $2.5M | $44,565 | $256,045 |
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 |
|---|---|---|---|---|
| GRANT THORNTON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $28,509 | — | $28,509 | — | — |
| 2023 | $27,151 | — | $27,151 | — | — |
| 2022 | $22,010 | — | $22,010 | — | — |