# Kahuna Usa LLC 401(k) Plan
Source: https://planprovider.pro/companies/kahuna-usa-llc-401k-plan

> Kahuna Usa LLC's 401(k) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kahuna Usa LLC

- **Sponsor EIN:** 852947213

- **Sponsor Address:** 11400 WESTMOOR CIR STE 325, BROOMFIELD, CO, 80021

- **Plan Type:** 401(k)

- **Total Participants:** 103

- **Total Assets:** $13.2M

## 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|103|$13.2M|$613,375|$852,274|

| 2023|125|$11.5M|$485,529|$645,504|

## 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|

| EDWARD JONES|INVESTMENT/FINANCIAL ADVI|$58,796|—|$58,796|

| ADP, INC.|RECORD KEEPER|$30,554|—|$30,554|

| DAVID L. BUCK, CPA|ACCOUNTANT|$8,500|—|$8,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [DAVID L. BUCK, CPA](https://planprovider.pro/provider/david-l-buck-cpa) — ACCOUNTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $97,850

- **Estimated Expense Ratio:** 0.739% 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|$68,411|$38,102|—|—|—|

| 2023|$34,577|$16,605|—|—|—|

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