Plan Snapshot
- Plan Sponsor: Kane Warehousing, INC.
- Sponsor EIN: 231662471
- Sponsor Address: STAUFFER INDUSTRIAL PARK, SCRANTON, PA, 18501
- Plan Type: 401(k)
- Total Participants: 2,985
- Total Assets: $56.5M
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 | 2,985 | $56.5M | $3.4M | $7.7M |
| 2023 | 2,193 | $41.1M | $2.8M | $5.4M |
| 2022 | 1,535 | $28.4M | $2.0M | $3.8M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | RETAINED BY CLIENT | $158,369 | — | $158,369 |
| KESTRA ADVISORY SERVICES, LLC | RETAINED BY EMPLOYER | $86,886 | — | $86,886 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SERVIC — RETAINED BY CLIENT
- KESTRA ADVISORY SERVICES, LLC — RETAINED BY EMPLOYER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $245,255
- Estimated Expense Ratio: 0.434% 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 | $245,255 | $94,533 | $150,722 | — | — |
| 2023 | $178,269 | $70,966 | $107,303 | — | — |
| 2022 | $129,515 | $54,341 | $75,174 | — | — |