Plan Snapshot
- Plan Sponsor: Kawasaki Tennessee, INC.
- Sponsor EIN: 760719404
- Sponsor Address: 1111 SAKURA DRIVE, MORRISTOWN, TN, 37813
- Plan Type: 401(k)
- Total Participants: 242
- Total Assets: $4.3M
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 | 242 | $4.3M | $213,278 | $320,107 |
| 2023 | 240 | $3.5M | $206,175 | $300,015 |
| 2022 | 249 | $2.8M | $187,785 | $288,906 |
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 |
|---|---|---|---|---|
| KRUGGEL LAWTON & COMPANY, LLC | Auditor | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRUGGEL LAWTON & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,000
- Estimated Expense Ratio: 0.211% 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 | $21,864 | $7,471 | $5,393 | $9,000 | — |
| 2023 | $20,128 | $5,092 | $8,036 | $7,000 | — |
| 2022 | $15,520 | $4,405 | $2,750 | — | $8,365 |