Plan Snapshot
- Plan Sponsor: Kenwood Dealer Group, INC.
- Sponsor EIN: 311187343
- Sponsor Address: 4780 SOCIALVILLE-FOSTER ROAD, MASON, OH, 45040
- Plan Type: 401(k)
- Total Participants: 685
- Total Assets: $58.1M
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 | 685 | $58.1M | $843,099 | $3.8M |
| 2023 | 713 | $53.0M | $874,075 | $3.8M |
| 2022 | 742 | $45.8M | $905,864 | $3.9M |
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 |
|---|---|---|---|---|
| CLARK SCHAEFER HACKETT | 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 | $102,824 | $13,100 | — | — | — |
| 2023 | $99,067 | $11,100 | — | — | — |
| 2022 | $97,181 | — | — | — | — |