# Anthony J Kodz LLC 401(k) Plan
Source: https://planprovider.pro/companies/anthony-j-kodz-llc-232984426-501

> Anthony J Kodz LLC's 401(k) plan: 27 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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