Plan Snapshot
- Plan Sponsor: Kokatat, INC.
- Sponsor EIN: 942844025
- Sponsor Address: 5350 ERICSON WAY, ARCATA, CA, 95521
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $4.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 104 | $4.5M | $116,113 | $225,867 |
| 2023 | 118 | $5.9M | $96,185 | $240,670 |
| 2022 | 134 | $5.4M | $127,319 | $273,223 |
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 |
|---|---|---|---|---|
| PLATFORM CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLATFORM CPAS, LLP — 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 | $40,514 | — | $40,514 | — | — |
| 2023 | $38,773 | — | $38,773 | — | — |
| 2022 | $46,430 | — | $38,277 | — | $8,153 |