Plan Snapshot
- Plan Sponsor: Knight Holdings, INC.
- Sponsor EIN: 352731460
- Sponsor Address: 16005 VALLEY BLVD, FONTANA, CA, 92335
- Plan Type: 401(k)
- Total Participants: 510
- Total Assets: $18.2M
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 | 510 | $18.2M | $0 | $1.5M |
| 2023 | 554 | $16.8M | $0 | $1.8M |
| 2022 | 217 | $7.2M | $0 | $691,713 |
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 |
|---|---|---|---|---|
| SENTRY LIFE INSURANCE COMPANY | RECORDKEEPER | $9,746 | — | $9,746 |
| MORNINGSTAR INVESTMENT MANAGEMENT | INVESTMENT ADVISOR | $5,477 | — | $5,477 |
| ROGERS, CLEM & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROGERS, CLEM & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,223
- Estimated Expense Ratio: 0.084% 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 | $15,223 | $5,477 | — | — | — |
| 2023 | $12,900 | $4,905 | — | — | — |
| 2022 | $7,432 | $2,015 | $5,417 | — | — |