# Koa Speer Electronics, INC. 401(k) Plan
Source: https://planprovider.pro/companies/koa-speer-electronics-inc-401k-plan

> Koa Speer Electronics, INC.'s 401(k) plan: 78 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Koa Speer Electronics, INC.

- **Sponsor EIN:** 251867087

- **Sponsor Address:** 199 BOLIVAR DRIVE, BRADFORD, PA, 167011538

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

- **Total Participants:** 78

- **Total Assets:** $40.1M

## 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|78|$40.1M|$691,887|$546,640|

| 2023|81|$37.7M|$743,059|$626,447|

| 2022|93|$34.5M|$743,408|$594,895|

## 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|

| CHIAMPOU TRAVIS BESAW&KERSHNER LLP|Auditor|—|—|$0|

## 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|$6,066|—|$6,066|—|—|

| 2023|$740|—|$740|—|—|

| 2022|$2,446|—|$2,446|—|—|

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