Plan Snapshot
- Plan Sponsor: The Kendal Corporation
- Sponsor EIN: 232688382
- Sponsor Address: 591 COLLABORATION WAY, SUITE 603, NEWARK, DE, 19713
- Plan Type: 403(b)
- Total Participants: 1,756
- Total Assets: $73.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,756 | $73.4M | $2.3M | $6.0M |
| 2023 | 1,872 | $66.5M | $2.1M | $5.6M |
| 2022 | 2,340 | $50.6M | $1.9M | $5.3M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $237,481 | — | $237,481 | — | — |
| 2023 | $188,947 | — | $188,947 | — | — |
| 2022 | $251,162 | — | $251,162 | — | — |