Plan Snapshot
- Plan Sponsor: Kyle, INC. Dba Valley Food Service, INC.
- Sponsor EIN: 820477263
- Sponsor Address: 261 4TH AVENUE NORTH, TWIN FALLS, ID, 83301
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $1.6M
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 | 217 | $1.6M | $142,236 | $304,541 |
| 2023 | 190 | $1.1M | $140,037 | $302,191 |
| 2022 | 168 | $548,249 | $121,173 | $252,445 |
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 |
|---|---|---|---|---|
| COOPER NORMAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COOPER NORMAN — 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 | $8,050 | — | $8,050 | — | — |
| 2023 | $251 | — | $251 | — | — |
| 2022 | — | — | — | — | — |