Plan Snapshot
- Plan Sponsor: Anthony J Kodz LLC
- Sponsor EIN: 232984426
- Sponsor Address: 983 JAMES DRIVE, LEESPORT, PA, 19533
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 27
- Total Assets: $14,445
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 27 | $14,445 | $151,494 | $40,930 |
| 2023 | 35 | $32,097 | $136,229 | $50,222 |
| 2022 | 34 | $29,341 | $121,617 | $53,275 |
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 |
|---|---|---|---|---|
| PATRIOT (POWER-KUNKLE GROUP, INC.) | Investment Advisor | $7,324 | — | $7,324 |
| THE BENECON GROUP | Investment Advisor | $6,083 | — | $6,083 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,407
- Estimated Expense Ratio: 92.814% of plan assets
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 | $214,042 | — | — | — | — |
| 2023 | $182,797 | — | — | — | — |
| 2022 | $156,105 | — | — | — | — |