# The Krell Institute 403(b) Plan
Source: https://planprovider.pro/companies/the-krell-institute-421457548-003

> The Krell Institute's 403(b) plan: 27 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** The Krell Institute

- **Sponsor EIN:** 421457548

- **Sponsor Address:** 1609 GOLDEN ASPEN DRIVE, SUITE 101, AMES, IA, 50010

- **Plan Type:** 403(b)

- **Plan Number:** 003

- **Total Participants:** 27

- **Total Assets:** $8.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2025|27|$8.8M|$0|$0|

| 2024|17|$7.3M|$186,828|$176,123|

| 2023|17|$6.2M|$162,411|$168,810|

| 2022|15|$6.0M|$156,925|$156,684|

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