Plan Snapshot
- Plan Sponsor: Koerber Supply Chain LLC
- Sponsor EIN: 352741794
- Sponsor Address: 2700 ESTERS BOULEVARD SUITE 200 B, DFW AIRPORT, TX, 75261
- Plan Type: 401(k)
- Total Participants: 333
- Total Assets: $79.1M
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 | 333 | $79.1M | $2.5M | $3.2M |
| 2023 | 275 | $69.2M | $1.8M | $2.7M |
| 2022 | 244 | $58.7M | $639,676 | $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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN 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 | $54,969 | $11,144 | — | — | — |
| 2023 | $37,275 | $2,834 | — | — | — |
| 2022 | $8,133 | $183 | $7,950 | — | — |