# The Kelleher Corporation 401(k) Plan
Source: https://planprovider.pro/companies/the-kelleher-corporation-401k-plan

> The Kelleher Corporation's 401(k) plan: 288 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Kelleher Corporation

- **Sponsor EIN:** 942185173

- **Sponsor Address:** P.O. BOX 3433, SAN RAFAEL, CA, 94912

- **Plan Type:** 401(k)

- **Total Participants:** 288

- **Total Assets:** $25.8M

## 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|288|$25.8M|$293,158|$943,136|

| 2023|256|$22.2M|$282,703|$947,516|

| 2022|242|$19.2M|$239,524|$849,147|

## 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|

| CBIZ CPAS PC|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|$57,496|$54,008|—|—|—|

| 2023|$60,685|$57,604|—|—|—|

| 2022|$40,909|$16,857|—|—|—|

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