Plan Snapshot
- Plan Sponsor: Kulzer, LLC
- Sponsor EIN: 263565526
- Sponsor Address: 4315 S LAFAYETTE BLVD, SOUTH BEND, IN, 46614
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $17.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 105 | $17.7M | $495,018 | $786,937 |
| 2023 | 112 | $16.4M | $495,944 | $737,462 |
| 2022 | 121 | $14.0M | $484,068 | $729,670 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — 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 | $9,555 | — | $9,555 | — | — |
| 2023 | $6,455 | — | $6,455 | — | — |
| 2022 | $6,352 | — | $6,352 | — | — |