# Kimball, Tirey & St. John LLP DC Plan
Source: https://planprovider.pro/companies/kimball-tirey-st-john-llp-plan

> Kimball, Tirey & St. John LLP's DC plan: 361 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kimball, Tirey & St. John LLP

- **Sponsor EIN:** 330404480

- **Sponsor Address:** 7676 HAZARD CENTER DRIVE, SAN DIEGO, CA, 921084515

- **Plan Type:** DC

- **Total Participants:** 361

- **Total Assets:** $23.5M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|361|$23.5M|$0|$2.0M|

| 2023|311|$19.7M|$0|$1.6M|

| 2022|254|$16.0M|$0|$1.4M|

## 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|

| LINCOLN NATIONAL LIFE INSURANCE|SERVICE PROVIDER|$97,608|—|$97,608|

| JGD & ASSOCIATES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL LIFE INSURANCE](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [JGD & ASSOCIATES LLP](https://planprovider.pro/provider/jgd-and-associates-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $97,608

- **Estimated Expense Ratio:** 0.415% 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|$97,608|—|$97,608|—|—|

| 2023|$82,499|—|$82,499|—|—|

| 2022|$88,539|—|$88,539|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kimball-tirey-st-john-llp-plan)

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