# K & E Excavating Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/k-e-excavating-incorporated-401k-plan

> K & E Excavating Incorporated's 401(k) plan: 291 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/pcs-retirement-llc) — INVESTMENT ADVISOR

- [KUENZI & COMPANY, LLC](https://planprovider.pro/provider/kuenzi-and-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|—|—|

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