Plan Snapshot
- Plan Sponsor: Kuali Incorporated
- Sponsor EIN: 472047606
- Sponsor Address: 3300 N. ASHTON BLVD. SUITE 230, LEHI, UT, 84043
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $27,713 | $55,422 |
| 2023 | 65 | $7.2M | $310,843 | $644,758 |
| 2022 | 63 | $5.2M | $337,794 | $728,385 |
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 |
|---|---|---|---|---|
| CURAFIN ADVISORS | INVESTMENT ADVISOR | $64,206 | — | $64,206 |
| AMERITAS | RECORDKEEPER | $14,996 | — | $14,996 |
| TANNER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS — RECORDKEEPER
- TANNER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,202
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 | — | — | — | — | — |
| 2023 | $49,785 | $32,103 | $17,682 | — | — |
| 2022 | $50,864 | — | $50,864 | — | — |