Plan Snapshot
- Plan Sponsor: Southeastern Kentucky Rehabilitation Industries, INC.
- Sponsor EIN: 610725475
- Sponsor Address: P.O. BOX 1692, CORBIN, KY, 407021692
- Plan Type: 401(k)
- Total Participants: 458
- Total Assets: $7.8M
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 | 458 | $7.8M | $295,352 | $438,661 |
| 2023 | 440 | $6.7M | $279,352 | $409,694 |
| 2022 | 475 | $5.7M | $288,432 | $413,948 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | INVESTMENT ADVISOR / RECORDKEEPER | $60,546 | — | $60,546 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $14,931 | — | $14,931 |
| RFH, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RFH, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,477
- Estimated Expense Ratio: 0.963% of plan assets
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 | $76,613 | $44,985 | — | — | — |
| 2023 | $65,120 | $38,368 | — | — | — |
| 2022 | $73,754 | $41,931 | $31,823 | — | — |