Plan Snapshot
- Plan Sponsor: Kids And Company Of Linn Count
- Sponsor EIN: 930687438
- Sponsor Address: 300 MARKET STREET, LEBANON, OR, 97355
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $4.7M
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. |
|---|---|---|---|---|
| 2025 | 110 | $4.7M | $0 | $0 |
| 2024 | 132 | $4.5M | $0 | $0 |
| 2023 | 126 | $3.8M | $0 | $0 |
| 2021 | 185 | $3.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| ALDRICH CPA AND ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPA AND ADVISORS LLP — Auditor
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 |
|---|---|---|---|---|---|
| 2025 | $5,167 | — | — | — | — |
| 2024 | $4,751 | — | — | — | — |
| 2023 | $4,768 | — | — | — | — |
| 2021 | $8,045 | — | — | — | — |