# Kindercare Education LLC 401(k) Plan
Source: https://planprovider.pro/companies/kindercare-education-llc-401k-plan

> Kindercare Education LLC's 401(k) plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Kindercare Education LLC

- **Sponsor EIN:** 061097006

- **Sponsor Address:** 5005 MEADOWS ROAD SUITE 200, LAKE OSWEGO, OR, 97035

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2023|0|$0|$4.8M|$19.2M|

| 2022|35,171|$199.6M|$4.4M|$17.9M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|NONE|$670,093|—|$670,093|

| CREATIVE PLANNING LLC|NONE|$50,000|—|$50,000|

| LOCKTON INVESTMENT ADVISORS LLC|NONE|$25,000|—|$25,000|

| JONES & ROTH, PC|Auditor|$16,600|—|$16,600|

### Verified Provider Profiles

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

- [JONES & ROTH, PC](https://planprovider.pro/provider/jones-and-roth-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $761,693

### 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|

| 2023|$1,089,565|$116,629|—|$16,600|—|

| 2022|$972,798|$79,321|$127,003|—|$300|

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