Plan Snapshot
- Plan Sponsor: Kuna Meat Company, INC.
- Sponsor EIN: 430727460
- Sponsor Address: 704 KUNA INDUSTRIAL DRIVE, DUPO, IL, 62239
- Plan Type: 401(k)
- Total Participants: 345
- Total Assets: $17.9M
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 | 345 | $17.9M | $1.1M | $1.3M |
| 2023 | 361 | $16.4M | $978,213 | $1.2M |
| 2022 | 263 | $13.3M | $871,452 | $1.0M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING, INC | INVESTMENT ADVISOR | $95,574 | — | $95,574 |
| TPP RETIREMENT PLAN SPECIALISTS,LLC | NONE | $44,041 | — | $44,041 |
| SFW PARTNERS, LLC | NONE | $28,000 | — | $28,000 |
| MATRIX TRUST COMPANY | NONE | $5,246 | — | $5,246 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SFW PARTNERS, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $172,861
- Estimated Expense Ratio: 0.965% 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 | $177,009 | $95,574 | — | $28,000 | — |
| 2023 | $118,885 | $80,387 | $34,061 | — | — |
| 2022 | $137,254 | $76,297 | $54,523 | — | — |