Plan Snapshot
- Plan Sponsor: Kaivac, INC
- Sponsor EIN: 311583541
- Sponsor Address: 2680 VAN HOOK AVE, HAMILTON, OH, 45015
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 139 | $8.9M | $726,291 | $778,138 |
| 2023 | 129 | $7.0M | $634,997 | $633,058 |
| 2022 | 93 | $5.7M | $495,889 | $524,546 |
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 |
|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER & HELM 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 | $53,726 | $19,249 | $26,990 | — | — |
| 2023 | $39,380 | $14,438 | $21,717 | — | — |
| 2022 | $39,155 | $13,866 | $20,864 | — | $4,425 |