# Koetter Woodworking, INC. 401(k) Plan
Source: https://planprovider.pro/companies/koetter-woodworking-inc-401k-plan

> Koetter Woodworking, INC.'s 401(k) plan: 271 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$39,517|—|$39,517|

| AXIOM FINANCIAL STRATEGIES GROUP|ADVISOR|$34,171|—|$34,171|

| MONROE SHINE & CO INC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MONROE SHINE & CO INC](https://planprovider.pro/provider/monroe-shine-and-co-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $73,688

- **Estimated Expense Ratio:** 0.259% 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|$73,688|$34,171|—|—|—|

| 2023|$64,138|$28,886|—|—|—|

| 2022|$76,440|—|—|—|—|

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