Plan Snapshot
- Plan Sponsor: Kws, INC. Dba Staab Management Company
- Sponsor EIN: 470637048
- Sponsor Address: 3048 W. STOLLEY PARK ROAD, GRAND ISLAND, NE, 68803
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $38,500 | $173,952 |
| 2023 | 749 | $7.9M | $53,000 | $338,358 |
| 2022 | 677 | $8.0M | $79,900 | $336,915 |
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 |
|---|---|---|---|---|
| GRAFTON & ASSOCIATES, PC | Auditor | — | — | $0 |
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 | $466 | — | — | — | — |
| 2023 | $768 | — | — | — | — |
| 2022 | $1,408 | — | — | — | — |