Plan Snapshot
- Plan Sponsor: Kirby Nagelhout Construction Company
- Sponsor EIN: 931129077
- Sponsor Address: 20635 BRINSON BLVD, BEND, OR, 97701
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $10.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 176 | $10.1M | $398,734 | $903,854 |
| 2023 | 147 | $8.4M | $313,301 | $743,221 |
| 2022 | 128 | $6.4M | $364,021 | $613,649 |
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 |
|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | Recordkeeper | $26,984 | — | $26,984 |
| RANDALL & HURLEY, INC. | Other Service Provider | $20,187 | — | $20,187 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC WEALTH MANAGEMENT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,171
- Estimated Expense Ratio: 0.467% 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 | $56,664 | $26,984 | — | — | — |
| 2023 | $46,272 | $20,563 | — | — | — |
| 2022 | $42,713 | $23,916 | — | — | — |