Plan Snapshot
- Plan Sponsor: Kohrs Lonnemann Heil Engineers, INC.
- Sponsor EIN: 610700189
- Sponsor Address: 1538 ALEXANDRIA PIKE, FORT THOMAS, KY, 41075
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $20.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 117 | $20.2M | $374,445 | $976,957 |
| 2023 | 111 | $17.1M | $428,776 | $1.0M |
| 2022 | 110 | $14.9M | $337,918 | $842,254 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $44,774 | — | $44,774 | — | — |
| 2023 | $76,309 | $76,309 | — | — | — |
| 2022 | $73,823 | $73,823 | — | — | — |