Plan Snapshot
- Plan Sponsor: Kennedy/Jenks Consultants, INC.
- Sponsor EIN: 942147007
- Sponsor Address: 275 BATTERY STREET, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Total Participants: 507
- Total Assets: $148.0M
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 | 507 | $148.0M | $1.6M | $6.1M |
| 2023 | 492 | $130.0M | $1.4M | $5.5M |
| 2022 | 429 | $112.5M | $1.2M | $4.9M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $145,177 | — | $145,177 |
| SILICON VALLEY RETMENT SERVICES LLC | Investment Advisor | $28,600 | — | $28,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- SILICON VALLEY RETMENT SERVICES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $173,777
- Estimated Expense Ratio: 0.117% 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 | $173,777 | $50,480 | — | — | — |
| 2023 | $166,687 | $44,592 | — | — | — |
| 2022 | $164,404 | $28,600 | — | — | — |