Plan Snapshot
- Plan Sponsor: Kdw Automotive INC.
- Sponsor EIN: 474345821
- Sponsor Address: 1221 S. BRAND BOULEVARD, GLENDALE, CA, 91204
- Plan Type: 401(k)
- Total Participants: 193
- Total Assets: $2.7M
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 | 193 | $2.7M | $52,410 | $341,338 |
| 2023 | 114 | $2.5M | $67,592 | $423,352 |
| 2022 | 111 | $2.2M | $58,202 | $407,323 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | 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 | $15,474 | — | — | — | — |
| 2023 | $17,559 | — | $13,733 | — | — |
| 2022 | $18,120 | $9,765 | $8,355 | — | — |