Plan Snapshot
- Plan Sponsor: Kind Lending, LLC
- Sponsor EIN: 611306242
- Sponsor Address: 4 HUTTON CENTRE DR, SANTA ANA, CA, 92707
- Plan Type: 401(k)
- Total Participants: 626
- Total Assets: $9.4M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 626 | $9.4M | $440,231 | $2.4M |
| 2023 | 354 | $6.2M | $280,625 | $1.7M |
| 2022 | 313 | $4.0M | $48,332 | $927,993 |
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 |
|---|---|---|---|---|
| DAVID L BUCK CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVID L BUCK CPA — 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 | $77,165 | $20,197 | — | — | — |
| 2023 | $45,740 | $13,433 | — | — | — |
| 2022 | $15,632 | — | — | — | — |