Plan Snapshot
- Plan Sponsor: The Kleinfelder Group, INC.
- Sponsor EIN: 680053138
- Sponsor Address: 770 FIRST AVENUE, SAN DIEGO, CA, 92101
- Plan Type: 401(k)
- Total Participants: 3,015
- Total Assets: $539.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 3,015 | $539.0M | $7.6M | $26.6M |
| 2023 | 2,816 | $470.0M | $7.0M | $24.2M |
| 2022 | 2,474 | $333.6M | $4.3M | $19.1M |
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 | $261,676 | — | — | — | — |
| 2023 | $312,606 | — | — | — | — |
| 2022 | $353,691 | — | — | — | — |