Plan Snapshot
- Plan Sponsor: Zrg Kaldi'S
- Sponsor EIN: 431613858
- Sponsor Address: PO BOX 782, CAPE GIRARDEAU, MO, 637020782
- Plan Type: 401(k)
- Plan Number: 536
- Total Participants: 227
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 227 | $0 | $0 | $0 |
| 2024 | 207 | $0 | $0 | $0 |
| 2023 | 238 | $0 | $0 | $0 |
| 2022 | 239 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| PACE UNDERWRITERS | Other Service Provider | $337,241 | — | $337,241 |
| GROUP BENEFIT SERVICES, INC. | Recordkeeper | $115,532 | — | $115,532 |
| ARNOLD INSURANCE COMPANY | Investment Advisor | $44,040 | — | $44,040 |
| DREXI, INC | Recordkeeper | $26,456 | — | $26,456 |
| MULTIPLAN, INC | Recordkeeper | $18,892 | — | $18,892 |
| HEALTHLINK, INC. | Recordkeeper | $13,544 | — | $13,544 |
| EMERGING THERAPY SOLUTIONS, INC. | Recordkeeper | $13,000 | — | $13,000 |
| REFLECT HEALTH / CIGNA | Recordkeeper | $7,815 | — | $7,815 |
| MEDWATCH, LLC | Other Service Provider | $5,989 | — | $5,989 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $582,509
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |