# Kaizen Resources, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kaizen-resources-inc-plan-001

> Kaizen Resources, INC.'s 401(k) plan: 530 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/vestwell-llc) — RECORDKEEPER

- [METZ CPA, PLLC](https://planprovider.pro/provider/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|—|—|—|—|

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