# Kokosing Construction Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kokosing-construction-company-inc-401k-plan

> Kokosing Construction Company, INC.'s 401(k) plan: 2,431 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kokosing Construction Company, INC.

- **Sponsor EIN:** 311023518

- **Sponsor Address:** 17531 WATERFORD ROAD, FREDRICKTOWN, OH, 43019

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

- **Total Participants:** 2,431

- **Total Assets:** $236.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,431|$236.0M|$7.5M|$13.6M|

| 2023|2,236|$202.7M|$6.7M|$12.0M|

| 2022|2,121|$173.4M|$6.1M|$10.8M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES|NONE|$243,162|—|$243,162|

| HIGHLAND CONSULTING ASSOCIATES|NONE|$73,638|—|$73,638|

| KLESHINSKI, MORRISON & MORRIS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $316,800

- **Estimated Expense Ratio:** 0.134% 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|$316,950|$90,994|—|—|—|

| 2023|$296,995|$84,254|—|—|—|

| 2022|$291,889|$80,770|$211,119|—|—|

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