Plan Snapshot
- Plan Sponsor: K&H Green
- Sponsor EIN: 870869010
- Sponsor Address: 10169 S PARIETTE RD, MYTON, UT, 840527600
- Plan Type: 401(k)
- Total Participants: 68
- Total Assets: $597,825
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 | 68 | $597,825 | $88,885 | $157,038 |
| 2023 | 132 | $382,365 | $94,167 | $163,413 |
| 2022 | 74 | $114,605 | $44,620 | $75,689 |
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 |
|---|---|---|---|---|
| TEUSCHER WALPOLE LLC | 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 | $7,848 | $2,453 | $4,585 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |