Plan Snapshot
- Plan Sponsor: Kiwanda Hospitality Group, Ltd
- Sponsor EIN: 205332791
- Sponsor Address: PO BOX 189, PACIFIC CITY, OR, 97135
- Plan Type: 401(k)
- Total Participants: 319
- Total Assets: $4.1M
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 | 319 | $4.1M | $215,504 | $404,770 |
| 2023 | 458 | $3.7M | $230,834 | $401,801 |
| 2022 | 222 | $2.8M | $200,471 | $360,472 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $31,930 | — | $31,930 |
| VERITY ACCOUNTANCY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- VERITY ACCOUNTANCY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,930
- Estimated Expense Ratio: 0.770% 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 | $31,930 | — | — | — | — |
| 2023 | $20,453 | — | — | — | — |
| 2022 | $500 | — | $500 | — | — |