Plan Snapshot
- Plan Sponsor: K & E Excavating Incorporated
- Sponsor EIN: 931242787
- Sponsor Address: 3871 LANGLEY STREET SE, SALEM, OR, 97317
- Plan Type: 401(k)
- Total Participants: 291
- Total Assets: $24.7M
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 | 291 | $24.7M | $855,381 | $1.7M |
| 2023 | 279 | $19.4M | $788,413 | $1.6M |
| 2022 | 278 | $12.5M | $786,385 | $1.6M |
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 |
|---|---|---|---|---|
| SLOY, DAHL & HOLST, INC. | INVESTMENT ADVISOR | $101,733 | — | $101,733 |
| SPECTRUM PENSION CONSULTANTS | RECORDKEEPER | $37,285 | — | $37,285 |
| KUENZI & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLOY, DAHL & HOLST, INC. — INVESTMENT ADVISOR
- KUENZI & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,018
- Estimated Expense Ratio: 0.563% 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 | $139,018 | $101,733 | $37,285 | — | — |
| 2023 | $98,095 | $75,765 | $22,330 | — | — |
| 2022 | $104,750 | $81,000 | $23,750 | — | — |