Plan Snapshot
- Plan Sponsor: Khuu'S INC.
- Sponsor EIN: 770401690
- Sponsor Address: 1778 MCCARTHY BOULEVARD, MILPITAS, CA, 95035
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 168 | $9.0M | $104,376 | $571,591 |
| 2023 | 111 | $7.4M | $104,648 | $607,419 |
| 2022 | 137 | $5.9M | $98,389 | $603,190 |
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 |
|---|---|---|---|---|
| LENNY YEH, INC. | 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 | $1,108 | $524 | — | — | — |
| 2023 | $252 | — | $252 | — | — |
| 2022 | $80 | — | $80 | — | — |