Plan Snapshot
- Plan Sponsor: Kai Usa Ltd
- Sponsor EIN: 930687500
- Sponsor Address: 18600 SW TETON AVE., TUALATIN, OR, 97062
- Plan Type: 401(k)
- Total Participants: 277
- Total Assets: $24.0M
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 | 277 | $24.0M | $575,432 | $1.2M |
| 2023 | 234 | $20.6M | $557,024 | $1.1M |
| 2022 | 261 | $16.2M | $550,014 | $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 |
|---|---|---|---|---|
| MAGINNIS AND CAREY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAGINNIS AND CAREY 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 | $13,428 | $7,315 | — | — | — |
| 2023 | $20,564 | $8,382 | — | — | — |
| 2022 | $17,647 | $4,522 | — | — | — |