Plan Snapshot
- Plan Sponsor: Kinney Manufacturing, LLC
- Sponsor EIN: 452976898
- Sponsor Address: 3340 N 33RD ST, LINCOLN, NE, 68504
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $3.9M
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 | 175 | $3.9M | $77,164 | $518,024 |
| 2023 | 187 | $3.0M | $103,462 | $499,960 |
| 2022 | 162 | $2.0M | $78,024 | $386,833 |
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 |
|---|---|---|---|---|
| AGSN ACCOUNTANTS AND ADVISORS | Auditor | — | — | $0 |
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 | $24,258 | $10,228 | — | — | — |
| 2023 | $19,159 | $5,555 | — | — | — |
| 2022 | $1,046 | — | $1,046 | — | — |