# Kirby Nagelhout Construction Company 401(k) Plan
Source: https://planprovider.pro/companies/kirby-nagelhout-construction-company-401k-plan

> Kirby Nagelhout Construction Company's 401(k) plan: 176 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| JONES & ROTH|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JONES & ROTH](https://planprovider.pro/provider/jones-and-roth-pc) — 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|$56,664|$26,984|—|—|—|

| 2023|$46,272|$20,563|—|—|—|

| 2022|$42,713|$23,916|—|—|—|

## Similar Plans

- [Larusso Concrete, INC](https://planprovider.pro/companies/larusso-concrete-inc-plan-002) — 164 participants

- [James W. Fowler Co.](https://planprovider.pro/companies/james-w-fowler-co-plan) — 189 participants

- [Lcg Pence, LLC](https://planprovider.pro/companies/lcg-pence-llc-plan-001) — 149 participants

- [R&H Construction Co.](https://planprovider.pro/companies/r-h-construction-co-401k-plan) — 147 participants

- [Adroit Construction Co. INC](https://planprovider.pro/companies/adroit-construction-co-inc-401k-plan) — 113 participants

- [Perlo Construction Group, LLC](https://planprovider.pro/companies/perlo-construction-group-llc-401k-plan) — 110 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kirby-nagelhout-construction-company-401k-plan)

© 2026 PlanProvider.Pro