Plan Snapshot
- Plan Sponsor: Kipp Foundation
- Sponsor EIN: 943362724
- Sponsor Address: 135 MAIN STREET, SUITE 1875, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $37.0M
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 | 217 | $37.0M | $1.1M | $2.0M |
| 2023 | 199 | $32.4M | $1.0M | $2.0M |
| 2022 | 207 | $28.0M | $977,634 | $1.9M |
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 |
|---|---|---|---|---|
| HOOD & STRONG, CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOOD & STRONG, CPA — 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 | $29,882 | $25,832 | — | — | — |
| 2023 | $24,861 | $20,780 | $4,081 | — | — |
| 2022 | $20,559 | $18,496 | $2,063 | — | — |