Plan Snapshot
- Plan Sponsor: Kocsis Brothers Machine Co.
- Sponsor EIN: 362643939
- Sponsor Address: 11755 SOUTH AUSTIN AVE, ALSIP, IL, 60803
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $7.8M
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 | 106 | $7.8M | $70,753 | $474,615 |
| 2023 | 117 | $7.1M | $47,546 | $440,787 |
| 2022 | 112 | $6.0M | $73,534 | $394,465 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | INVESTMENT/FINANCIAL ADVI | $22,211 | — | $22,211 |
| CASSELL PLAN AUDITS, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — INVESTMENT/FINANCIAL ADVI
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,211
- Estimated Expense Ratio: 0.284% 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 | $26,437 | $22,211 | — | — | — |
| 2023 | $21,027 | $18,653 | — | — | — |
| 2022 | $21,158 | — | — | — | — |