# Kiawah Resort Associates, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/kiawah-resort-associates-l-p-401k-plan

> Kiawah Resort Associates, L.P.'s 401(k) plan: 340 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kiawah Resort Associates, L.P.

- **Sponsor EIN:** 570955829

- **Sponsor Address:** ONE KIAWAH ISLAND PARKWAY, KIAWAH ISLAND, SC, 29455

- **Plan Type:** 401(k)

- **Total Participants:** 340

- **Total Assets:** $17.3M

## 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|340|$17.3M|$146,055|$1.1M|

| 2023|301|$15.5M|$139,350|$1.0M|

| 2022|292|$14.2M|$128,919|$1.0M|

## 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|$30,994|—|$30,994|

| ROYAL ALLIANCE ASSOCIATES, INC.|INVESTMENT/FINANCIAL ADVI|$25,105|—|$25,105|

| CHERRY BEKAERT|Auditor|—|—|$0|

### 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

- [ROYAL ALLIANCE ASSOCIATES, INC.](https://planprovider.pro/provider/royal-alliance-associates-inc) — INVESTMENT/FINANCIAL ADVI

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $56,099

- **Estimated Expense Ratio:** 0.325% 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|$56,100|$25,105|—|—|—|

| 2023|$55,589|$21,572|—|—|—|

| 2022|$65,006|—|—|—|—|

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