Plan Snapshot
- Plan Sponsor: Kittrich Corporation
- Sponsor EIN: 953238240
- Sponsor Address: 1585 W MISSION BLVD, POMONA, CA, 917661233
- Plan Type: 401(k)
- Total Participants: 336
- Total Assets: $3.2M
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 | 336 | $3.2M | $0 | $400,503 |
| 2023 | 373 | $2.9M | $0 | $315,393 |
| 2022 | 375 | $2.6M | $0 | $305,396 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $10,356 | — | $10,356 |
| RAYMOND JAMES & ASSOCIATES, INC. | ADVISOR | $7,513 | — | $7,513 |
| BAS PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,869
- Estimated Expense Ratio: 0.563% 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 | $18,793 | $7,513 | $10,420 | — | — |
| 2023 | $16,883 | $6,673 | $9,350 | — | — |
| 2022 | $16,798 | $6,630 | $10,168 | — | — |