Plan Snapshot
- Plan Sponsor: Inland Kenworth (Us) INC. And Inland Lease & Rental INC.
- Sponsor EIN: 850471900
- Sponsor Address: 1600 W. WASHINGTON BLVD., MONTEBELLO, CA, 90640
- Plan Type: 401(k)
- Total Participants: 535
- Total Assets: $47.7M
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 | 535 | $47.7M | $1.1M | $3.3M |
| 2023 | 549 | $42.4M | $1.1M | $3.2M |
| 2022 | 500 | $34.6M | $1.0M | $2.9M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $70,764 | — | $70,764 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $59,996 | — | $59,996 |
| MILLER KAPLAN ARASE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $130,760
- Estimated Expense Ratio: 0.274% 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 | $130,760 | $70,764 | — | — | — |
| 2023 | $108,876 | $57,868 | — | — | — |
| 2022 | $103,694 | — | $103,694 | — | — |