Plan Snapshot
- Plan Sponsor: Kooima Company, LLC
- Sponsor EIN: 843367778
- Sponsor Address: 2638 310TH ST, ROCK VALLEY, IA, 51247
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $7.9M
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 | 162 | $7.9M | $167,984 | $422,113 |
| 2023 | 164 | $7.1M | $190,940 | $485,209 |
| 2022 | 153 | $5.8M | $184,272 | $512,399 |
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 |
|---|---|---|---|---|
| HENJES, CONNER AND WILLIAMS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HENJES, CONNER AND WILLIAMS — 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 | $26,568 | $13,567 | — | — | — |
| 2023 | $21,566 | $12,284 | $4,399 | — | — |
| 2022 | $10,143 | $10,143 | — | — | — |