Plan Snapshot
- Plan Sponsor: Kirkwood Holding INC.
- Sponsor EIN: 201657242
- Sponsor Address: 6161 COCHRAN ROAD, SOLON, OH, 44139
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $23.1M
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 | 147 | $23.1M | $203,607 | $746,040 |
| 2023 | 151 | $22.9M | $254,763 | $742,624 |
| 2022 | 159 | $22.7M | $259,107 | $725,796 |
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 AND NOVOTNY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MALONEY AND NOVOTNY, LLC — 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 | $80,429 | $38,281 | — | — | — |
| 2023 | $79,136 | $29,527 | $49,509 | — | — |
| 2022 | $84,311 | $43,225 | $41,011 | — | — |