# Kimball Management 401(k) Plan
Source: https://planprovider.pro/companies/kimball-management-401k-plan

> Kimball Management's 401(k) plan: 169 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kimball Management

- **Sponsor EIN:** 743036721

- **Sponsor Address:** P.O. BOX 1103, SALT LAKE CITY, UT, 84115

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

- **Total Participants:** 169

- **Total Assets:** $7.1M

## 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|169|$7.1M|$0|$852,302|

| 2023|152|$6.0M|$0|$636,188|

| 2022|130|$5.1M|$0|$508,241|

## 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|

| HAYNIE & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HAYNIE & COMPANY](https://planprovider.pro/provider/haynie-and-company) — 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|$34,867|—|$4,545|—|—|

| 2023|$28,948|—|$4,715|—|—|

| 2022|$25,816|—|$24,026|—|$1,790|

## Similar Plans

- [Rmd Management, INC.](https://planprovider.pro/companies/rmd-management-inc-401k-plan-001-8679) — 152 participants

- [Steel Encounters, INC.](https://planprovider.pro/companies/steel-encounters-inc-401k-plan) — 216 participants

- [Associated Builders And Contractors , INC. - Utah Chapter](https://planprovider.pro/companies/associated-builders-and-contractors-401k-plan-333) — 302 participants

- [Legacy Solutions, INC.](https://planprovider.pro/companies/legacy-solutions-inc-401k-plan-001-7305) — 3 participants

- [Abundance And Prosperity Group, INC.](https://planprovider.pro/companies/abundance-and-prosperity-group-inc-401k-plan) — 3 participants

- [Mkk Services INC.](https://planprovider.pro/companies/mkk-services-inc-plan) — 3 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kimball-management-401k-plan)

© 2026 PlanProvider.Pro