Plan Snapshot
- Plan Sponsor: Kirk Nationalease Administration Company
- Sponsor EIN: 341809423
- Sponsor Address: 3885 W MICHIGAN ST, SIDNEY, OH, 453658623
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $6.0M
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 | 174 | $6.0M | $156,212 | $627,409 |
| 2023 | 166 | $5.3M | $152,084 | $592,031 |
| 2022 | 165 | $4.5M | $136,269 | $547,872 |
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 |
|---|---|---|---|---|
| MONNIER & CO CPA'S | Auditor | $11,550 | — | $11,550 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,550
- Estimated Expense Ratio: 0.194% 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 | $100,546 | $51,834 | $37,162 | $11,550 | — |
| 2023 | $86,407 | $42,893 | $32,515 | $10,999 | — |
| 2022 | $80,465 | $41,015 | $29,054 | — | $10,250 |