Plan Snapshot
- Plan Sponsor: Kkw Trucking, INC.
- Sponsor EIN: 952234403
- Sponsor Address: 3100 POMONA BLVD, POMONA, CA, 91768
- Plan Type: 401(k)
- Total Participants: 400
- Total Assets: $12.9M
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 | 400 | $12.9M | $265,722 | $1.1M |
| 2023 | 0 | $12.4M | $217,446 | $1.0M |
| 2022 | 378 | $8.7M | $165,066 | $903,877 |
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 |
|---|---|---|---|---|
| ROORDA, PIQUET & BESSEE, INC | Auditor | $10,000 | — | $10,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,000
- Estimated Expense Ratio: 0.077% 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 | $79,150 | $12,207 | — | $10,000 | — |
| 2023 | $72,034 | $14,008 | $400 | — | — |
| 2022 | $61,032 | $29,359 | $31,673 | — | — |