# Kocsis Brothers Machine Co. 401(k) Plan
Source: https://planprovider.pro/companies/kocsis-brothers-machine-co-401k-plan

> Kocsis Brothers Machine Co.'s 401(k) plan: 106 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — 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|—|—|—|—|

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