# Koike Aronson, INC. 401(k) Plan
Source: https://planprovider.pro/companies/koike-aronson-inc-161246213-001

> Koike Aronson, INC.'s 401(k) plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Koike Aronson, INC.

- **Sponsor EIN:** 161246213

- **Sponsor Address:** 635 WEST MAIN STREET, ARCADE, NY, 140091035

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 107

- **Total Assets:** $21.5M

## 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|107|$21.5M|$422,281|$1.0M|

| 2023|98|$19.5M|$346,977|$888,405|

| 2022|96|$17.0M|$281,620|$813,357|

## 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|$6,431|—|$6,431|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,431

- **Estimated Expense Ratio:** 0.030% 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|$6,431|—|—|—|—|

| 2023|$23,513|—|—|—|—|

| 2022|$4,213|—|—|—|—|

## Similar Plans

- [Xylem INC.](https://planprovider.pro/companies/xylem-inc-401k-plan-001) — 8,288 participants

- [Columbus Mckinnon Corporation](https://planprovider.pro/companies/columbus-mckinnon-corporation-401k-plan) — 1,592 participants

- [Veeco Instruments INC.](https://planprovider.pro/companies/veeco-instruments-inc-401k-plan) — 888 participants

- [Derrick Corporation](https://planprovider.pro/companies/derrick-corporation-plan-001) — 617 participants

- [Gorbel, INC.](https://planprovider.pro/companies/gorbel-inc-401k-plan) — 544 participants

- [Roechling Medical Rochester, L.P.](https://planprovider.pro/companies/roechling-medical-rochester-l-p-401k-plan) — 462 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/koike-aronson-inc-161246213-001)

© 2026 PlanProvider.Pro