Plan Snapshot
- Plan Sponsor: Koetter Woodworking, INC.
- Sponsor EIN: 351420041
- Sponsor Address: 533 LOUIS SMITH ROAD, BORDEN, IN, 47106
- Plan Type: 401(k)
- Total Participants: 271
- Total Assets: $28.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 271 | $28.4M | $653,817 | $1.3M |
| 2023 | 249 | $25.2M | $700,179 | $1.3M |
| 2022 | 250 | $21.4M | $569,806 | $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 |
|---|---|---|---|---|
| MONROE SHINE & CO INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MONROE SHINE & CO INC — 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 | $73,688 | $34,171 | — | — | — |
| 2023 | $64,138 | $28,886 | — | — | — |
| 2022 | $76,440 | — | — | — | — |