# Koeller Nebeker Carlson Haluck 401(k) Plan
Source: https://planprovider.pro/companies/koeller-nebeker-carlson-haluck-llp-401k-plan

> Koeller Nebeker Carlson Haluck's 401(k) plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Koeller Nebeker Carlson Haluck

- **Sponsor EIN:** 330203014

- **Sponsor Address:** 3 PARK PLAZA SUITE 1500, IRVINE, CA, 926148558

- **Plan Type:** 401(k)

- **Total Participants:** 136

- **Total Assets:** $28.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|136|$28.1M|$756,966|$1.5M|

| 2023|187|$27.2M|$643,973|$1.6M|

| 2022|188|$22.7M|-$205|$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|

| ARMANINO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ARMANINO LLP](https://planprovider.pro/provider/armanino-llp) — 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|$117,725|$72,501|—|—|—|

| 2023|$101,044|$65,723|—|—|—|

| 2022|$166,671|$143,586|$7,598|—|—|

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