Plan Snapshot
- Plan Sponsor: Kinze Manufacturing, INC.
- Sponsor EIN: 420992582
- Sponsor Address: I-80 AT EXIT 216 N., BOX 806, WILLIAMSBURG, IA, 52361
- Plan Type: 401(k)
- Total Participants: 557
- Total Assets: $91.0M
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 | 557 | $91.0M | $1.3M | $4.3M |
| 2023 | 829 | $84.0M | $1.4M | $4.6M |
| 2022 | 730 | $70.2M | $1.3M | $4.0M |
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 |
|---|---|---|---|---|
| INTELLICENTS INVEST SOLUTIONS INC | ADVISOR | $80,000 | — | $80,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $17,036 | — | $17,036 |
| DAHM, KNAPP & ASSOCIATES, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INTELLICENTS INVEST SOLUTIONS INC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- DAHM, KNAPP & ASSOCIATES, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,036
- Estimated Expense Ratio: 0.107% 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 | $97,036 | $80,000 | — | — | — |
| 2023 | $92,542 | $80,000 | — | — | — |
| 2022 | $83,360 | — | — | — | — |