Plan Snapshot
- Plan Sponsor: Kitchell Corporation
- Sponsor EIN: 860181400
- Sponsor Address: 1707 E HIGHLAND AVE STE 1000, PHOENIX, AZ, 850164658
- Plan Type: DC
- Total Participants: 512
- Total Assets: $66.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 512 | $66.4M | $0 | $0 |
| 2023 | 543 | $54.5M | $6.0M | $0 |
| 2022 | 526 | $71.8M | $6.0M | $0 |
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 | $32,252 | — | $32,252 |
| CBIZ CPAS P.C. | NONE | $13,780 | — | $13,780 |
| GLOBAL RETIREMENT PARTNERS LLC | NONE | $9,000 | — | $9,000 |
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: $55,032
- Estimated Expense Ratio: 0.083% 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 | $55,277 | $9,000 | — | $13,780 | — |
| 2023 | $60,835 | $9,000 | $13,805 | — | — |
| 2022 | $66,063 | $6,750 | — | — | $22,500 |