# Kocourek Chevrolet, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kocourek-chevrolet-inc-401k-plan

> Kocourek Chevrolet, INC.'s 401(k) plan: 174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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