Plan Snapshot
- Plan Sponsor: Kuhnle Brothers Trucking, INC.
- Sponsor EIN: 340978307
- Sponsor Address: 14905 CROSS CREEK PARKWAY, NEWBURY, OH, 44065
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $5.1M
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 | 179 | $5.1M | $53,866 | $539,729 |
| 2023 | 187 | $4.7M | $53,034 | $530,685 |
| 2022 | 194 | $4.0M | $48,819 | $488,269 |
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 |
|---|---|---|---|---|
| BENCHMARK FINANCIAL | NONE | $15,028 | — | $15,028 |
| THE VANGUARD GROUP, INC. | NONE | $6,114 | — | $6,114 |
| DEMARCHI & SCHAEFER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENCHMARK FINANCIAL — NONE
- THE VANGUARD GROUP, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,142
- Estimated Expense Ratio: 0.414% 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 | $21,143 | $15,028 | $6,115 | — | — |
| 2023 | $19,550 | $13,317 | $6,233 | — | — |
| 2022 | $18,871 | $13,555 | $5,316 | — | — |