Plan Snapshot
- Plan Sponsor: Kiwanis International
- Sponsor EIN: 361327510
- Sponsor Address: 3636 WOODVIEW TRCE, INDIANAPOLIS, IN, 462681168
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 95
- Total Assets: $15.9M
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 | 95 | $15.9M | $306,911 | $724,712 |
| 2023 | 95 | $15.5M | $316,080 | $765,964 |
| 2022 | 100 | $16.8M | $316,902 | $778,210 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $37,992 | — | $37,992 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,992
- Estimated Expense Ratio: 0.238% 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 | $37,992 | — | $37,992 | — | — |
| 2023 | $36,963 | — | $36,963 | — | — |
| 2022 | $40,860 | — | $40,860 | — | — |