Plan Snapshot
- Plan Sponsor: Knudtsen Chevrolet Company
- Sponsor EIN: 826011595
- Sponsor Address: 1900 E. POLSTON, POST FALLS, ID, 83854
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $9.4M
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 | 130 | $9.4M | $585,493 | $600,855 |
| 2023 | 120 | $8.3M | $520,897 | $531,118 |
| 2022 | 107 | $7.7M | $627,185 | $589,453 |
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 |
|---|---|---|---|---|
| ANASTASI MOORE MARTIN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANASTASI MOORE MARTIN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $29,465 | $29,235 | $230 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |