# Kind Lending, LLC 401(k) Plan
Source: https://planprovider.pro/companies/kind-lending-llc-401k-plan

> Kind Lending, LLC's 401(k) plan: 626 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ADP, INC.|RECORD KEEPER|$56,967|—|$56,967|

| PENSIONMARK FINANCIAL GROUP, LLC|INVESTMENT/FINANCIAL ADVI|$20,197|—|$20,197|

| DAVID L BUCK CPA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [DAVID L BUCK CPA](https://planprovider.pro/provider/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:** $77,164

- **Estimated Expense Ratio:** 0.825% 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|$77,165|$20,197|—|—|—|

| 2023|$45,740|$13,433|—|—|—|

| 2022|$15,632|—|—|—|—|

## Similar Plans

- [S1l, INC.](https://planprovider.pro/companies/s1l-inc-401k-plan) — 558 participants

- [Summit Funding, INC.](https://planprovider.pro/companies/summit-funding-inc-401k-plan) — 499 participants

- [Sierra Pacific Mortgage Company, INC.](https://planprovider.pro/companies/sierra-pacific-mortgage-401k-plan) — 426 participants

- [Golden Empire Mortgage, INC.](https://planprovider.pro/companies/golden-empire-mortgage-inc-401k-plan) — 413 participants

- [The Change Company Cdfi LLC](https://planprovider.pro/companies/the-change-company-cdfi-llc-401k-plan) — 378 participants

- [Provident Funding Associates, L.P.](https://planprovider.pro/companies/provident-funding-associates-l-p-401k-plan) — 376 participants

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

© 2026 PlanProvider.Pro