Plan Snapshot
- Plan Sponsor: Kirkwood Holdings, INC.
- Sponsor EIN: 201623537
- Sponsor Address: 904 MAIN STREET, WILMINGTON, MA, 01887
- Plan Type: 401(k)
- Total Participants: 290
- Total Assets: $25.6M
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 | 290 | $25.6M | $165,207 | $1.3M |
| 2023 | 208 | $20.9M | $122,645 | $1.1M |
| 2022 | 173 | $17.9M | $127,413 | $998,318 |
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 |
|---|---|---|---|---|
| DAMIANO, BURK & NUTTALL, P.C | 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 | $23,423 | — | $23,423 | — | — |
| 2023 | $22,667 | — | $22,667 | — | — |
| 2022 | -$5,453 | — | -$5,453 | — | — |