# Kitchell Corporation 401(k) Plan
Source: https://planprovider.pro/companies/kitchell-corporation-401k-plan

> Kitchell Corporation&#39;s 401(k) plan: 627 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — NONE

## 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|

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