Plan Snapshot
- Plan Sponsor: Kierantimberlake. LLC
- Sponsor EIN: 232308376
- Sponsor Address: 2081 E. HIGH STREET, SUITE 200, SANATOGA, PA, 19464
- Plan Type: 401(k)
- Total Participants: 66
- Total Assets: $20.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 66 | $20.3M | $216,818 | $567,634 |
| 2023 | 72 | $18.2M | $245,193 | $543,419 |
| 2022 | 62 | $15.8M | $69,542 | $525,918 |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — 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 |
|---|---|---|---|---|---|
| 2024 | $73,221 | $73,221 | — | — | — |
| 2023 | $63,455 | $63,455 | — | — | — |
| 2022 | $61,952 | $61,952 | — | — | — |