# Kuhnle Brothers Trucking, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kuhnle-brothers-trucking-inc-401k-plan

> Kuhnle Brothers Trucking, INC.'s 401(k) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/benchmark) — NONE

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kuhnle-brothers-trucking-inc-401k-plan)

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