Plan Snapshot
- Plan Sponsor: The Kintock Group INC.
- Sponsor EIN: 232454826
- Sponsor Address: 580 VIRGINIA DRIVE, FORT WASHINGTON, PA, 19034
- Plan Type: 401(k)
- Total Participants: 407
- Total Assets: $9.6M
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 | 407 | $9.6M | $437,118 | $1.2M |
| 2023 | 254 | $8.1M | $325,778 | $1.1M |
| 2022 | 214 | $6.7M | $279,739 | $874,486 |
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 |
|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | PLAN ADMINISTRATOR | $44,012 | — | $44,012 |
| NFP RETIREMENT INC | ADVISOR | $11,783 | — | $11,783 |
| MICHAEL ROSEN & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT INC — ADVISOR
- MICHAEL ROSEN & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,795
- Estimated Expense Ratio: 0.584% 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 | $57,364 | $13,352 | $1,780 | — | — |
| 2023 | $45,223 | $7,644 | $1,209 | — | — |
| 2022 | $64,706 | — | — | — | — |