Plan Snapshot
- Plan Sponsor: K.F. Howell Electric, LLC
- Sponsor EIN: 770383422
- Sponsor Address: 3390 VISO COURT, SANTA CLARA, CA, 95054
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $35.8M
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 | 112 | $35.8M | $1.0M | $989,421 |
| 2023 | 114 | $31.1M | $1.0M | $1.2M |
| 2022 | 118 | $26.9M | $2.1M | $1.1M |
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 |
|---|---|---|---|---|
| SILICON VALLEY ACCOUNTANCY CORP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $8,995 | — | $8,995 | — | — |
| 2023 | $7,000 | — | $5,923 | — | — |
| 2022 | $2,340 | — | — | — | $2,340 |