Plan Snapshot
- Plan Sponsor: Kountry Wood Products, LLC
- Sponsor EIN: 352040785
- Sponsor Address: 352 SHAWNEE STREET, NAPPANEE, IN, 46550
- Plan Type: 401(k)
- Total Participants: 339
- Total Assets: $16.8M
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 | 339 | $16.8M | $431,701 | $898,844 |
| 2023 | 432 | $15.3M | $747,050 | $977,372 |
| 2022 | 431 | $12.5M | $625,545 | $1.1M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — 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 | $6,538 | — | $6,538 | — | — |
| 2023 | $4,882 | — | $4,882 | — | — |
| 2022 | $4,902 | — | $4,902 | — | — |