Plan Snapshot
- Plan Sponsor: Kwph Enterprises Dba American Ambulance
- Sponsor EIN: 942281434
- Sponsor Address: 2911 EAST TULARE STREET, FRESNO, CA, 93721
- Plan Type: 401(k)
- Total Participants: 910
- Total Assets: $40.6M
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 | 910 | $40.6M | $983,038 | $1.3M |
| 2023 | 708 | $35.4M | $919,121 | $1.2M |
| 2022 | 691 | $29.6M | $655,739 | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $49,025 | — | $49,025 |
| GLOBAL RETIREMENT PARTNERS, LLC | INVESTMENT ADVISOR | $18,000 | — | $18,000 |
| CUTTONE & MASTRO CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS, LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,025
- Estimated Expense Ratio: 0.165% 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 | $72,383 | $1,977 | — | — | — |
| 2023 | $7,491 | — | — | — | — |
| 2022 | $9,483 | — | — | — | — |