# Kenwood Dealer Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kenwood-dealer-group-inc-401k-plan

> Kenwood Dealer Group, INC.'s 401(k) plan: 685 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ADP, INC.|RECORD KEEPER|$89,724|—|$89,724|

| CLARK, SCHAEFER HACKETT & COMPANY|ACCOUNTANT|$13,100|—|$13,100|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $102,824

- **Estimated Expense Ratio:** 0.177% 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|$102,824|$13,100|—|—|—|

| 2023|$99,067|$11,100|—|—|—|

| 2022|$97,181|—|—|—|—|

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