Plan Snapshot
- Plan Sponsor: Kokosing Construction Company, INC.
- Sponsor EIN: 311023518
- Sponsor Address: 17531 WATERFORD ROAD, FREDERICKTOWN, OH, 43019
- Plan Type: DC
- Total Participants: 1,746
- Total Assets: $18.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,746 | $18.3M | $0 | $1.2M |
| 2023 | 1,456 | $16.0M | $0 | $1.0M |
| 2022 | 1,308 | $13.5M | $0 | $941,920 |
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 | $20,644 | — | $20,644 |
| HIGHLAND CONSULTING ASSOCIATES | NONE | $6,362 | — | $6,362 |
| KLESHINSKI, MORRISON & MORRIS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,006
- Estimated Expense Ratio: 0.148% 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 | $27,003 | $10,074 | — | — | — |
| 2023 | $25,791 | $9,717 | — | — | — |
| 2022 | $24,581 | $7,847 | $16,734 | — | — |