Plan Snapshot
- Plan Sponsor: Kaiser Associates, INC.
- Sponsor EIN: 222428419
- Sponsor Address: 1501 M ST NW, WASHINGTON, DC, 20005
- Plan Type: 401(k)
- Total Participants: 46
- Total Assets: $10.6M
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 | 46 | $10.6M | $251,009 | $621,224 |
| 2023 | 57 | $8.7M | $135,676 | $767,064 |
| 2022 | 105 | $10.1M | $412,177 | $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 |
|---|---|---|---|---|
| MATTHEWS, CARTER & BOYCE, PC | 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 | $38,237 | $21,148 | — | — | — |
| 2023 | $33,718 | $19,939 | — | — | — |
| 2022 | $43,099 | — | — | — | — |