Plan Snapshot
- Plan Sponsor: Kennies Markets, INC.
- Sponsor EIN: 231579478
- Sponsor Address: 790 W. KING ST. SUITE 4, LITTLESTOWN, PA, 17340
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $3.6M
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 | 155 | $3.6M | $43,640 | $233,085 |
| 2023 | 142 | $3.0M | $41,928 | $227,411 |
| 2022 | 135 | $2.7M | $41,440 | $234,347 |
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 |
|---|---|---|---|---|
| STAMBAUGH NESS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STAMBAUGH NESS, INC. — 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 | $34,517 | — | $34,517 | — | — |
| 2023 | $29,350 | — | $29,350 | — | — |
| 2022 | $27,954 | — | $27,954 | — | — |