Plan Snapshot
- Plan Sponsor: Kimble Recycling & Disposal, INC.
- Sponsor EIN: 341554938
- Sponsor Address: 3596 STATE ROUTE 39 NW, DOVER, OH, 44622
- Plan Type: 401(k)
- Total Participants: 583
- Total Assets: $12.7M
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 | 583 | $12.7M | $310,617 | $1.5M |
| 2023 | 538 | $11.4M | $290,399 | $1.4M |
| 2022 | 537 | $9.2M | $177,873 | $1.3M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | SERVICE PROVIDER | — | $22,455 | $22,455 |
| CBIZ BENEFITS AND INSURANCE SERV | SERVICE PROVIDER | $5,633 | — | $5,633 |
| 415 GROUP, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 415 GROUP, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,088
- Estimated Expense Ratio: 0.221% 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 | $20,523 | $5,633 | $13,240 | — | — |
| 2023 | $25,792 | — | $18,680 | — | — |
| 2022 | $25,726 | — | $25,726 | — | — |