Plan Snapshot
- Plan Sponsor: Kaw Valley Engineering, INC.
- Sponsor EIN: 480937881
- Sponsor Address: 2319 NORTH JACKSON, JUNCTION CITY, KS, 66441
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 163 | $7.8M | $75,503 | $754,990 |
| 2023 | 160 | $8.5M | $71,372 | $759,635 |
| 2022 | 148 | $7.1M | $69,216 | $692,404 |
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 |
|---|---|---|---|---|
| VARNEY & ASSOCIATES CPA LLC | Auditor | — | — | $0 |
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 | $22,063 | $20,470 | $921 | — | — |
| 2023 | $40,193 | $27,042 | $1,035 | — | — |
| 2022 | $35,716 | — | — | — | $35,716 |