Plan Snapshot
- Plan Sponsor: Kyo Autism Therapy LLC
- Sponsor EIN: 203659481
- Sponsor Address: 295 89TH ST STE 306, DALY CITY, CA, 94015
- Plan Type: 401(k)
- Total Participants: 1,100
- Total Assets: $6.7M
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 | 1,100 | $6.7M | $136,403 | $1.3M |
| 2023 | 1,068 | $5.0M | $119,170 | $1.1M |
| 2022 | 946 | $3.3M | $95,880 | $993,169 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $30,560 | $1,045 | — | — | — |
| 2023 | $21,000 | $127 | — | — | — |
| 2022 | $18,247 | $415 | $17,832 | — | — |