Plan Snapshot
- Plan Sponsor: Kisco Senior Living, LLC
- Sponsor EIN: 133924314
- Sponsor Address: 5790 FLEET STREET, CARLSBAD, CA, 92008
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $22.0M
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 | 118 | $22.0M | $765,244 | $1.2M |
| 2023 | 108 | $19.0M | $261,145 | $999,992 |
| 2022 | 90 | $16.1M | $581,632 | $808,633 |
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 |
|---|---|---|---|---|
| WITHUMSMITHBROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITHBROWN, PC — 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 | $68,789 | $49,475 | — | — | — |
| 2023 | $57,380 | $42,859 | — | — | — |
| 2022 | $64,453 | — | — | — | — |