Plan Snapshot
- Plan Sponsor: R.V. Kuhns & Associates, INC. Dba Rvk, INC.
- Sponsor EIN: 930910652
- Sponsor Address: 222 SW COLUMBIA STREET, PORTLAND, OR, 972016645
- Plan Type: DC
- Total Participants: 143
- Total Assets: $32.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 143 | $32.7M | $764,792 | $1.5M |
| 2023 | 137 | $28.2M | $757,543 | $1.4M |
| 2022 | 133 | $24.1M | $703,991 | $1.3M |
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 |
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 | $11,739 | — | $11,739 | — | — |
| 2023 | $8,735 | — | $8,735 | — | — |
| 2022 | $8,423 | — | $8,423 | — | — |