Plan Snapshot
- Plan Sponsor: Kendall Dealership Holdings, LLC
- Sponsor EIN: 200641188
- Sponsor Address: 3449 E. COPPER POINT DR., MERIDIAN, ID, 83642
- Plan Type: 401(k)
- Total Participants: 2,621
- Total Assets: $80.2M
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 | 2,621 | $80.2M | $540,002 | $9.1M |
| 2023 | 1,898 | $69.3M | $500,000 | $8.6M |
| 2022 | 1,815 | $56.5M | $457,665 | $8.4M |
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 |
|---|---|---|---|---|
| JONES & ROTH, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH, PC — 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 | $161,149 | $52,861 | $300 | — | — |
| 2023 | $143,942 | — | $300 | — | — |
| 2022 | $134,755 | — | — | — | — |