# Kai Usa Ltd 401(k) Plan
Source: https://planprovider.pro/companies/kai-usa-ltd-401k-plan

> Kai Usa Ltd's 401(k) plan: 277 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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- [Leatherman Tool Group, INC.](https://planprovider.pro/companies/leatherman-tool-group-inc-401k-plan) — 510 participants

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