Plan Snapshot
- Plan Sponsor: Kitchell Corporation
- Sponsor EIN: 860181400
- Sponsor Address: 1707 EAST HIGHLAND SUITE 100, PHOENIX, AZ, 85016
- Plan Type: 401(k)
- Total Participants: 627
- Total Assets: $87.3M
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 | 627 | $87.3M | $966,602 | $6.8M |
| 2023 | 696 | $77.4M | $1.0M | $7.1M |
| 2022 | 749 | $65.9M | $969,797 | $6.8M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $90,570 | — | $90,570 |
| GLOBAL RETIREMENT PARTNERS LLC | NONE | $57,937 | — | $57,937 |
| CBIZ CPAS P.C. | NONE | $13,780 | — | $13,780 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $162,287
- Estimated Expense Ratio: 0.186% 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 | $163,659 | $65,918 | $175 | $13,802 | — |
| 2023 | $153,680 | $56,653 | $15,345 | — | — |
| 2022 | $145,773 | $27,000 | — | — | $17,290 |