# Koenig & Bauerus INC. DC Plan
Source: https://planprovider.pro/companies/koenig-bauerus-inc-plan

> Koenig & Bauerus INC.'s DC plan: 146 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Koenig & Bauerus INC.

- **Sponsor EIN:** 112996037

- **Sponsor Address:** P.O BOX 619006, DALLAS, TX, 75261

- **Plan Type:** DC

- **Total Participants:** 146

- **Total Assets:** $24.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|146|$24.5M|$800,710|$1.4M|

| 2023|136|$21.4M|$716,943|$1.3M|

| 2022|123|$17.7M|$690,133|$1.1M|

## 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|

| TRUENORTH SECURITIES, INC|INVESTMENT/FINANCIAL ADVI|$49,218|—|$49,218|

| PRICEKUBECKA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRUENORTH SECURITIES, INC](https://planprovider.pro/provider/ima-wealth) — INVESTMENT/FINANCIAL ADVI

- [PRICEKUBECKA, PLLC](https://planprovider.pro/provider/pricekubecka-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $49,218

- **Estimated Expense Ratio:** 0.201% 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|$52,258|$49,218|—|—|—|

| 2023|$5,921|$4,696|—|—|—|

| 2022|$2,181|—|—|—|—|

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