# The Kolter Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-kolter-group-llc-401k-plan

> The Kolter Group LLC's 401(k) plan: 628 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Kolter Group LLC

- **Sponsor EIN:** 271556391

- **Sponsor Address:** 105 NE 1ST ST, DELRAY BEACH, FL, 33444

- **Plan Type:** 401(k)

- **Total Participants:** 628

- **Total Assets:** $57.1M

## 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|628|$57.1M|$2.6M|$6.1M|

| 2023|558|$46.6M|$2.3M|$5.2M|

| 2022|553|$35.2M|$1.9M|$4.4M|

## 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|

| LPL FINANCIAL LLC|ADVISOR|$76,160|—|$76,160|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$49,543|—|$49,543|

| DEFINITI LLC|OTHER SERVICES|$8,513|—|$8,513|

| HOLYFIELD & THOMAS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [HOLYFIELD & THOMAS, LLC](https://planprovider.pro/provider/holyfield-and-thomas-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $134,216

- **Estimated Expense Ratio:** 0.235% 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|$134,216|$76,160|—|—|—|

| 2023|$135,402|$70,203|—|—|—|

| 2022|$126,628|—|—|—|—|

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