Plan Snapshot
- Plan Sponsor: Kalida Manufacturing INC.
- Sponsor EIN: 341824762
- Sponsor Address: P.O. BOX 390, KALIDA, OH, 45853
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $14.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 269 | $14.8M | $243,005 | $634,509 |
| 2023 | 246 | $14.0M | $217,925 | $568,164 |
| 2022 | 260 | $13.4M | $238,476 | $643,420 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | Recordkeeper | $21,909 | — | $21,909 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,909
- Estimated Expense Ratio: 0.148% 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 | $21,909 | — | — | — | — |
| 2023 | $4,300 | — | — | — | — |
| 2022 | $20,973 | — | — | — | — |