Plan Snapshot
- Plan Sponsor: Kyle Mathison Orchards, INC.
- Sponsor EIN: 911473671
- Sponsor Address: 4597 STEMILT HILL ROAD, WENATCHEE, WA, 98801
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $7.0M
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 | 112 | $7.0M | $199,975 | $380,525 |
| 2023 | 106 | $5.9M | $199,129 | $405,294 |
| 2022 | 106 | $4.8M | $141,457 | $325,874 |
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 | $42,128 | $16,337 | $4,295 | — | — |
| 2023 | $33,235 | $13,320 | $19,915 | — | — |
| 2022 | $30,501 | $12,151 | $18,350 | — | — |