# Kuali Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/kuali-incorporated-401k-plan

> Kuali Incorporated's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/ameritas-retirement-plans) — RECORDKEEPER

- [TANNER LLC](https://planprovider.pro/provider/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|—|—|

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