Plan Snapshot
- Plan Sponsor: Kenyon Companies, INC.
- Sponsor EIN: 742749796
- Sponsor Address: 4001 W INDIAN SCHOOL ROAD, PHOENIX, AZ, 850193314
- Plan Type: 401(k)
- Total Participants: 1,159
- Total Assets: $35.7M
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 | 1,159 | $35.7M | $892,904 | $1.7M |
| 2023 | 1,462 | $30.4M | $773,012 | $1.5M |
| 2022 | 1,539 | $25.4M | $681,043 | $1.4M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL RPCP | NONE | $37,951 | — | $37,951 |
| THE VANGUARD GROUP, INC. | NONE | $31,824 | — | $31,824 |
| ONE DIGITAL INVESTMENT ADVISORS | NONE | $8,299 | — | $8,299 |
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,074
- Estimated Expense Ratio: 0.219% 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 | $78,074 | $46,250 | $31,824 | — | — |
| 2023 | $63,008 | $37,430 | $25,578 | — | — |
| 2022 | $63,843 | $37,363 | $26,480 | — | — |