# Kaivac, INC 401(k) Plan
Source: https://planprovider.pro/companies/kaivac-inc-plan-001

> Kaivac, INC's 401(k) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/anders-minkler-huber-and-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|

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