Plan Snapshot
- Plan Sponsor: Kaiser Midwest, INC.
- Sponsor EIN: 431597251
- Sponsor Address: 808 HWY 34 WEST, MARBLE HILL, MO, 63764
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $66.3M
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 | 135 | $66.3M | $2.4M | $892,445 |
| 2023 | 126 | $57.0M | $2.7M | $855,751 |
| 2022 | 133 | $47.3M | $5.1M | $840,186 |
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 |
|---|---|---|---|---|
| VAN DEVEN LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VAN DEVEN LLC — 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 | $161,755 | $90,929 | $68,376 | — | — |
| 2023 | $142,918 | $83,491 | $56,802 | — | — |
| 2022 | $140,226 | $89,461 | $50,765 | — | — |