Plan Snapshot
- Plan Sponsor: Kocourek Chevrolet, INC.
- Sponsor EIN: 391566937
- Sponsor Address: 152200 MORNING GLORY LANE, WAUSAU, WI, 54401
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $17.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 174 | $17.4M | $333,402 | $1.0M |
| 2023 | 183 | $16.1M | $508,095 | $1.3M |
| 2022 | 252 | $12.6M | $528,682 | $1.3M |
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 |
|---|---|---|---|---|
| WOODTRUST BANK | NONE | $83,172 | — | $83,172 |
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,172
- Estimated Expense Ratio: 0.478% 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 | $83,172 | — | — | — | — |
| 2023 | $71,839 | — | — | — | — |
| 2022 | $69,967 | $62,687 | — | — | — |