Plan Snapshot
- Plan Sponsor: Kunes Country Ford-Lincoln, INC.
- Sponsor EIN: 364115913
- Sponsor Address: 1234 E. GENEVA ST., DELAVAN, WI, 53115
- Plan Type: 401(k)
- Total Participants: 1,842
- Total Assets: $38.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,842 | $38.8M | $1.3M | $6.5M |
| 2023 | 1,748 | $30.7M | $886,084 | $6.0M |
| 2022 | 1,575 | $23.3M | $839,885 | $5.5M |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY 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 | $319,631 | $319,631 | — | — | — |
| 2023 | $245,272 | — | $245,272 | — | — |
| 2022 | $194,905 | — | $194,905 | — | — |