# The Kendall Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kendall-electric-inc-401k-plan

> The Kendall Group, INC.'s 401(k) plan: 1,749 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$66,742|—|$66,742|

| PLANTE AND MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $66,742

- **Estimated Expense Ratio:** 0.029% of plan assets

### 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|—|—|—|

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