Plan Snapshot
- Plan Sponsor: Kuiu LLC
- Sponsor EIN: 270954749
- Sponsor Address: 1920 N LINCOLN ST STE 101, DIXON, CA, 956209267
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 112
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 112 | $7.7M | $0 | $0 |
| 2024 | 84 | $5.8M | $354,593 | $766,623 |
| 2023 | 84 | $4.2M | $275,526 | $643,448 |
| 2022 | 74 | $2.7M | $273,565 | $528,108 |
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 |
|---|---|---|---|---|
| LEGACY CAPITAL MANAGEMENT | Investment Advisor | $34,780 | — | $34,780 |
| PAYCHEX, INC. | Recordkeeper | $22,112 | — | $22,112 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,892
- Estimated Expense Ratio: 0.738% 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 |
|---|---|---|---|---|---|
| 2025 | $453,925 | $36,389 | $21,136 | — | — |
| 2024 | $50,626 | $32,929 | $17,697 | — | — |
| 2023 | $96,389 | — | — | — | — |
| 2022 | $198,885 | — | — | — | — |