Plan Snapshot
- Plan Sponsor: Kiwico, INC.
- Sponsor EIN: 274914249
- Sponsor Address: 140 E DANA ST., MOUNTAIN VIEW, CA, 92705
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 194
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 194 | $12.3M | $0 | $0 |
| 2024 | 148 | $9.9M | $556,622 | $1.4M |
| 2023 | 156 | $7.6M | $543,130 | $1.3M |
| 2022 | 153 | $5.3M | $634,202 | $1.4M |
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 |
|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | Recordkeeper | $24,086 | — | $24,086 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,086
- Estimated Expense Ratio: 0.196% 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 |
|---|---|---|---|---|---|
| 2025 | $1,078,359 | $18,597 | — | — | — |
| 2024 | $15,982 | $11,795 | — | — | — |
| 2023 | $12,309 | $11,484 | — | — | — |
| 2022 | $9,269 | $8,369 | — | — | $900 |