Plan Snapshot
- Plan Sponsor: Kyle Enterprises, LLC
- Sponsor EIN: 208650658
- Sponsor Address: 2121 HOBBS DRIVE, DELAVAN, WI, 531155600
- Plan Type: 401(k)
- Total Participants: 201
- Total Assets: $11.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 201 | $11.3M | $753,833 | $1.3M |
| 2023 | 271 | $9.7M | $784,764 | $1.3M |
| 2022 | 212 | $6.0M | $654,709 | $1.1M |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON 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 | $75,874 | — | $75,874 | — | — |
| 2023 | $68,591 | — | $68,591 | — | — |
| 2022 | $46,879 | — | $46,879 | — | — |