# John E. Koerner & Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/john-e-koerner-co-inc-401k-plan

> John E. Koerner & Co., INC.'s 401(k) plan: 28 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** John E. Koerner & Co., INC.

- **Sponsor EIN:** 720544427

- **Sponsor Address:** PO BOX 10218, NEW ORLEANS, LA, 70181

- **Plan Type:** 401(k)

- **Total Participants:** 28

- **Total Assets:** $5.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|28|$5.3M|$65,443|$193,298|

| 2023|33|$4.5M|$61,986|$177,451|

| 2022|31|$3.7M|$51,367|$163,252|

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