Plan Snapshot
- Plan Sponsor: Kids Individual Development Services, LLC
- Sponsor EIN: 833172000
- Sponsor Address: 922 NW CIRCLE BLVD, CORVALLIS, OR, 97330
- Plan Type: DC
- Total Participants: 514
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 514 | $1.4M | $272,477 | $479,113 |
| 2023 | 688 | $856,750 | $177,610 | $333,534 |
| 2022 | 492 | $437,948 | $85,271 | $174,098 |
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 |
|---|---|---|---|---|
| T. ROWE PRICE | RECORDKEEPER | $36,128 | — | $36,128 |
| SMITH & HOWARD, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- T. ROWE PRICE — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,128
- Estimated Expense Ratio: 2.580% 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 | $36,127 | — | $36,127 | — | — |
| 2023 | $20,607 | — | $20,607 | — | — |
| 2022 | $12,551 | — | $12,551 | — | — |