Plan Snapshot
- Plan Sponsor: Kaizen Resources, INC.
- Sponsor EIN: 822474379
- Sponsor Address: 602 WAKE AVENUE, EL CENTRO, CA, 92243
- Plan Type: 401(k)
- Total Participants: 530
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 530 | $2.4M | $0 | $903,975 |
| 2023 | 419 | $1.8M | $0 | $488,176 |
| 2022 | 412 | $1.8M | $0 | $517,059 |
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 |
|---|---|---|---|---|
| VESTWELL | RECORDKEEPER | $32,463 | — | $32,463 |
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VESTWELL — RECORDKEEPER
- METZ CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,463
- Estimated Expense Ratio: 1.344% of plan assets
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 | $31,267 | — | $31,267 | — | — |
| 2023 | $12,515 | — | — | — | — |
| 2022 | $12,338 | — | — | — | — |