Plan Snapshot
- Plan Sponsor: The Kendall Group, INC.
- Sponsor EIN: 382023622
- Sponsor Address: 5101 S. SPRINKLE ROAD, PORTAGE, MI, 49002
- Plan Type: 401(k)
- Total Participants: 1,749
- Total Assets: $230.1M
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 | 1,749 | $230.1M | $1.8M | $10.9M |
| 2023 | 1,660 | $213.5M | $1.5M | $10.0M |
| 2022 | 1,541 | $189.6M | $1.4M | $9.1M |
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 |
|---|---|---|---|---|
| PLANTE AND MORAN, PLLC | 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 | $15,934 | $66,742 | — | — | — |
| 2023 | $88,596 | $71,679 | — | — | — |
| 2022 | $67,316 | $63,487 | — | — | — |