Plan Snapshot
- Plan Sponsor: Kaye-Smith Enterprises, INC.
- Sponsor EIN: 930523003
- Sponsor Address: 700 112TH AVENUE N.E., BELLEVUE, WA, 98004
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $18.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 171 | $18.6M | $55,800 | $739,617 |
| 2023 | 198 | $18.7M | $57,100 | $840,185 |
| 2022 | 212 | $14.9M | $65,600 | $762,565 |
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 |
|---|---|---|---|---|
| SWEENEY CONRAD, PS | 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 | $35,139 | $17,539 | $15,306 | — | — |
| 2023 | $44,014 | $15,852 | $12,866 | $13,000 | — |
| 2022 | $50,122 | $17,649 | $14,796 | — | $15,250 |