# Kbf Cpas LLP DB Plan
Source: https://planprovider.pro/companies/kbf-cpas-llp-plan

> Kbf Cpas LLP's DB plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kbf Cpas LLP

- **Sponsor EIN:** 821030164

- **Sponsor Address:** 5285 MEADOWS RD., LAKE OSWEGO, OR, 97035

- **Plan Type:** DB

- **Total Participants:** 130

- **Total Assets:** $11.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|130|$11.3M|$1.9M|$0|

| 2023|119|$9.1M|$1.3M|$0|

| 2022|120|$7.3M|$2.6M|$0|

## 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|

| FARBER HASS HURLEY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FARBER HASS HURLEY LLP](https://planprovider.pro/provider/farber-hass-hurley-llp) — Auditor

## 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|$32,881|$30,298|—|—|—|

| 2023|$32,434|$30,589|—|—|—|

| 2022|$30,075|$30,075|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kbf-cpas-llp-plan)

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