Plan Snapshot
- Plan Sponsor: Kwik Lok Corporation
- Sponsor EIN: 910616767
- Sponsor Address: 2712 SOUTH 16TH AVENUE, YAKIMA, WA, 98903
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $10.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 152 | $10.7M | $0 | $0 |
| 2024 | 140 | $10.4M | $0 | $0 |
| 2023 | 163 | $9.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| ALEGRIA & COMPANY, PS | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $32,413 | $31,828 | — | — | — |
| 2024 | $31,769 | $30,900 | — | — | — |
| 2023 | $31,757 | $30,000 | — | — | $1,757 |