Plan Snapshot
- Plan Sponsor: Kkhc, INC.
- Sponsor EIN: 205236515
- Sponsor Address: 962 1ST STREET, MENOMINEE, MI, 49858
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $7.8M
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 | 159 | $7.8M | $443,020 | $596,907 |
| 2023 | 140 | $6.5M | $363,664 | $512,446 |
| 2022 | 129 | $5.7M | $332,133 | $437,140 |
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 |
|---|---|---|---|---|
| KERBERROSE WEALTH | Investment Advisor | $35,383 | — | $35,383 |
| BLUE CHIP RETIREMENT PLANS, INC. | Recordkeeper | $3,825 | $6,738 | $10,563 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,946
- Estimated Expense Ratio: 0.593% 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 | $43,818 | — | $43,818 | — | — |
| 2023 | $52,573 | — | $3,875 | — | — |
| 2022 | $81,807 | — | $81,807 | — | — |