Plan Snapshot
- Plan Sponsor: Kiva Microfunds
- Sponsor EIN: 710992446
- Sponsor Address: 182 HOWARD STREET SUITE 414, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $21.2M
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 | 115 | $21.2M | $260,458 | $1.4M |
| 2023 | 105 | $17.3M | $272,548 | $1.4M |
| 2022 | 112 | $13.8M | $323,731 | $1.5M |
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 |
|---|---|---|---|---|
| STRINGHAM AND LYNCH | Auditor | — | — | $0 |
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 | $4,066 | — | $4,066 | — | — |
| 2023 | $2,200 | — | $2,200 | — | — |
| 2022 | $2,484 | — | $2,484 | — | — |