Plan Snapshot
- Plan Sponsor: Kirk Movers, INC.
- Sponsor EIN: 813680730
- Sponsor Address: 3215 MATTHEW AVE NE, ALBUQUERQUE, NM, 87107
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $2.4M
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 | 161 | $2.4M | $214,433 | $340,237 |
| 2023 | 199 | $1.8M | $267,597 | $410,919 |
| 2022 | 192 | $988,693 | $209,091 | $335,807 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS | 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 | $41,721 | — | $3,225 | — | — |
| 2023 | $32,950 | — | $1,800 | — | — |
| 2022 | $21,858 | — | $21,858 | — | — |