Plan Snapshot
- Plan Sponsor: Western Kentucky Regional Mental Health Mental Retardation Advisory
- Sponsor EIN: 610659633
- Sponsor Address: 425 BROADWAY, STE 201, PADUCAH, KY, 42001
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $7,366 | $119,848 |
| 2023 | 224 | $4.2M | $115,090 | $251,015 |
| 2022 | 208 | $3.6M | $167,404 | $302,515 |
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 |
|---|---|---|---|---|
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., LLC — 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 | $22,331 | $6,266 | $1,450 | — | — |
| 2023 | $51,306 | $13,152 | $4,666 | $10,250 | — |
| 2022 | $60,196 | $17,108 | $24,055 | — | $8,083 |