Plan Snapshot
- Plan Sponsor: K. West Group, LLC
- Sponsor EIN: 300016317
- Sponsor Address: 8305 FREMONT PIKE, PERRYSBURG, OH, 43551
- Plan Type: 401(k)
- Total Participants: 289
- Total Assets: $21.5M
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 | 289 | $21.5M | $968,886 | $2.1M |
| 2023 | 278 | $19.2M | $911,046 | $1.9M |
| 2022 | 241 | $15.6M | $732,187 | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $88,430 | $36,812 | $51,618 | — | — |
| 2023 | $80,131 | $34,999 | $45,132 | — | — |
| 2022 | $79,805 | — | $79,805 | — | — |