How big is KMI Associates Inc.'s plan?

KMI Associates Inc.'s plan reported $129K in assets and 19 participants for 2024.

Original filing (PDF)20250611055240NAL0013706723001

KMI Associates Inc.

Name: KMI Associates Inc. — Form 5500 (2024)
Creator: KMI Associates Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KMI Associates Inc.

401(k) retirement plan · KMI Associates Inc. held $129K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$129K

Net assets (EOY)

$129K

People on this filing

Nick Rice signed KMI Associates Inc.'s 2024 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

KMI Associates Inc.'s EIN is 45-3140518.

EIN 45-3140518

Plan number 001

Plan year 2024

ACK ID 20250611055240NAL0013706723001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KMI Associates Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KMI Associates Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

KMI ASSOCIATES INC

EIN

all filings

Address

2104 CLUB HOUSE DR · WEST LINN, OR · 97068

Phone

(503) 504-9754

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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