Plan Snapshot
- Plan Sponsor: Kirkwood Holding INC.
- Sponsor EIN: 201657242
- Sponsor Address: 6161 COCHRAN ROAD, SOLON, OH, 44139
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 120
- Total Assets: $24.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 120 | $24.7M | $530,944 | $0 |
| 2023 | 124 | $25.3M | $530,501 | $0 |
| 2022 | 114 | $28.0M | $525,000 | $0 |
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 |
|---|---|---|---|---|
| MALONEY & NOVOTNY LLC | 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 | — | — | — | — | — |
| 2023 | $28 | — | — | — | — |
| 2022 | — | — | — | — | — |