# Koorsen Fire & Security, INC. 401(k) Plan
Source: https://planprovider.pro/companies/koorsen-fire-security-inc-401k-plan

> Koorsen Fire & Security, INC.'s 401(k) plan: 1,419 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Koorsen Fire & Security, INC.

- **Sponsor EIN:** 351153549

- **Sponsor Address:** 2719 N. ARLINGTON AVE., INDIANAPOLIS, IN, 46218

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

- **Total Participants:** 1,419

- **Total Assets:** $52.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,419|$52.8M|$2.7M|$4.7M|

| 2023|1,337|$42.5M|$2.1M|$3.9M|

| 2022|1,143|$33.6M|$1.4M|$3.3M|

## 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|

| NATIONWIDE|RECORDKEEPER|$90,204|—|$90,204|

| AMERICAN PENSION ADVISORS, LTD.|THIRD PARTY ADMINISTRATO|$49,663|—|$49,663|

| DONOVAN PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $139,867

- **Estimated Expense Ratio:** 0.265% 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|$52,346|—|—|—|—|

| 2023|$38,317|—|—|—|—|

| 2022|$32,453|—|—|—|—|

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