Plan Snapshot
- Plan Sponsor: Kocher And Beck Usa, L.P.
- Sponsor EIN: 582506156
- Sponsor Address: 15850 W. 99TH STREET, LENEXA, KS, 66219
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $8.3M
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 | 91 | $8.3M | $240,726 | $444,669 |
| 2023 | 86 | $7.7M | $236,935 | $416,546 |
| 2022 | 95 | $6.2M | $230,907 | $391,875 |
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 |
|---|---|---|---|---|
| SSC CPAS, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SSC CPAS, P.A. — Auditor
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 | $24,515 | $19,637 | $4,878 | — | — |
| 2023 | $18,693 | $17,003 | $1,690 | — | — |
| 2022 | $16,173 | $15,146 | $1,027 | — | — |