Employers › Kiddie Academy International
Recordkeeping fees per participant · Essential Brands, Inc. 401(k) Profit Sharing Plan & Trust · plan year 2024
$419.40
Higher than 98% of the 14,075 plans $10 to 50M that report it.
= $61,232 / 146
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251003144817NAL0000921379001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003144817NAL0000921379001, received 2025-10-03
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-03.
Administrative expenses excluding investment management, per participant
$419.40
Higher than 94% of the 24,371 plans $10 to 50M that report it.
= $61,232 / 146
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251003144817NAL0000921379001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003144817NAL0000921379001, received 2025-10-03
Administrative expenses per participant
$419.40
Higher than 87% of the 25,098 plans $10 to 50M that report it.
= $61,232 / 146
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251003144817NAL0000921379001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003144817NAL0000921379001, received 2025-10-03
Administrative expenses as a share of assets
0.401%
Higher than 69% of the 25,132 plans $10 to 50M that report it.
= $61,232 / $15,273,493
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251003144817NAL0000921379001, received 2025-10-03
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251003144817NAL0000921379001, received 2025-10-03
Employer contributions per participant
$3,207
Higher than 76% of the 24,050 plans $10 to 50M that report it.
= $468,285 / 146
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251003144817NAL0000921379001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003144817NAL0000921379001, received 2025-10-03
Employer share of total contributions
26.4%
Higher than 45% of the 24,084 plans $10 to 50M that report it.
= $468,285 / $1,773,504
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251003144817NAL0000921379001, received 2025-10-03
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251003144817NAL0000921379001, received 2025-10-03
Plan terms are not published in public filings.
2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 3D IRS pre-approved plan · 2T default investment (QDIA) · 2F ERISA 404(c) plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251003144817NAL0000921379001, received 2025-10-03
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ESSENTIAL BRANDS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Plan name | ESSENTIAL BRANDS, INC. 401(K) PROFIT SHARING PLAN & TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Sponsor EIN / plan number | 52-1938283 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Sponsor location | ABINGDON, MD | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Industry (business code) | 624410, Health care and social assistance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Filing received | 2025-10-03 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Participants, beginning of year | 179 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Active participants | 160 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Participants, end of year | 195 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Participants with an account balance | 146 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Total assets, beginning of year | $12,364,463 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Total assets, end of year | $15,273,493 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Net assets, end of year | $15,273,493 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Total income | $3,766,650 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Net income | $2,909,030 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Employer contributions | $468,285 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Participant contributions | $1,146,761 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Other contributions (incl. rollovers) | $158,458 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Total contributions | $1,773,504 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Benefit payments | $790,473 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Total expenses (incl. benefit payments) | $857,620 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Total administrative expenses | $61,232 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Recordkeeping fees | $61,232 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Administrative expenses excluding investment management | $61,232 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Held in mutual funds | $15,248,380 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251003144817NAL0000921379001, received 2025-10-03 |
| Independent auditor | KATZABOSCH | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251003144817NAL0000921379001, received 2025-10-03 |
Position = column in the DOL layout for form year 2024. Filing 20251003144817NAL0000921379001, received 2025-10-03.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| COMPTON FINANCIAL GROUP | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $48,446 | no |
| THE VANGUARD GROUP, INC.recordkeeper | RECORDKEEPER | 64 Recordkeeping fees; 99 Other fees | $13,085 | no |
| RED OAK RETIREMENT | CONTRACT TPA | 13 Contract administrator | $900 | no |
| ASCENSUS, LLCrecordkeeper | 15 Recordkeeping and information management | $0 | no | |
| LPL FINANCIAL | INVESTMENT MGMT | 51 Investment management fees paid directly by plan | not reported | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251003144817NAL0000921379001, received 2025-10-03.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $12,364,463 | $15,273,493 | 23.5% |
| Participants with a balance | 143 | 146 | 2.1% |
| Administrative expenses | $47,261 | $61,232 | 29.6% |
| Recordkeeping fees per participant | $330.50 | $419.40 | 26.9% |
| Employer contributions | $411,944 | $468,285 | 13.7% |
Prior filing 20240719141829NAL0004477731001, received 2024-07-19; the plan years are contiguous.
Sponsor name as filed: ESSENTIAL BRANDS, INC.; SEC registrant: KIDDIE ACADEMY INTERNATIONAL INC (CIK 1001320, matched by EIN).