Plan Snapshot
- Plan Sponsor: King Retail Solutions
- Sponsor EIN: 931139529
- Sponsor Address: 3850 WEST 1ST AVE, EUGENE, OR, 97402
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $5.3M
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 | 75 | $5.3M | $107,434 | $212,850 |
| 2023 | 104 | $5.8M | $96,062 | $221,486 |
| 2022 | 91 | $4.6M | $101,866 | $231,012 |
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 |
|---|---|---|---|---|
| JARRARD, SEIBERT, POLLARD & COMPANY | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JARRARD, SEIBERT, POLLARD & COMPANY — Independent 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 | — | — | — | — | — |
| 2023 | $46,329 | $27,602 | — | — | — |
| 2022 | $39,765 | $39,765 | — | — | — |