Kimmel & Fredericks International, INC. Dba Kimmel & Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Kimmel & Fredericks International, INC. Dba Kimmel & Associates, INC.
  • Sponsor EIN: 561596696
  • Sponsor Address: 25 PAGE AVENUE, ASHVILLE, NC, 28801
  • Plan Type: 401(k)
  • Total Participants: 74
  • Total Assets: $21.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202474$21.2M$198,005$1.0M
202378$19.9M$407,176$950,756
202271$16.3M$414,522$1.0M

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