Plan Snapshot
- Plan Sponsor: Kilwins Quality Confections, LLC
- Sponsor EIN: 383220969
- Sponsor Address: 1050 BAY VIEW ROAD, PETOSKEY, MI, 49770
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 136 | $9.6M | $300,558 | $750,026 |
| 2023 | 129 | $9.3M | $419,402 | $641,566 |
| 2022 | 127 | $8.1M | $438,390 | $546,896 |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW — 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 | $33,599 | — | — | — | — |
| 2023 | $30,207 | — | — | — | — |
| 2022 | $29,856 | — | — | — | $29,856 |