# Koerber Supply Chain LLC 401(k) Plan
Source: https://planprovider.pro/companies/koerber-supply-chain-llc-401k-plan

> Koerber Supply Chain LLC's 401(k) plan: 333 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$39,552|—|$39,552|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$11,144|—|$11,144|

| WHITLEY PENN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WHITLEY PENN LLP](https://planprovider.pro/provider/whitley-penn-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $50,696

- **Estimated Expense Ratio:** 0.064% 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|$54,969|$11,144|—|—|—|

| 2023|$37,275|$2,834|—|—|—|

| 2022|$8,133|$183|$7,950|—|—|

## Similar Plans

- [Worldwide Oilfield Machine, INC.](https://planprovider.pro/companies/worldwide-oilfield-machine-inc-401k-plan) — 409 participants

- [Seatrax, INC.](https://planprovider.pro/companies/seatrax-inc-401k-plan) — 441 participants

- [Hydril Usa Distribution, LLC](https://planprovider.pro/companies/hydril-usa-distribution-llc-401k-plan) — 635 participants

- [Enerflex INC.](https://planprovider.pro/companies/enerflex-inc-401k-plan) — 1,257 participants

- [Sulzer Us Holding INC.](https://planprovider.pro/companies/sulzer-us-holding-inc-plan-003) — 2,435 participants

- [Wood Group U.S. Holdings, INC.](https://planprovider.pro/companies/wood-group-u-s-holdings-inc-401k-plan) — 6,541 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/koerber-supply-chain-llc-401k-plan)

© 2026 PlanProvider.Pro