Plan Snapshot
- Plan Sponsor: Kopp Glass, INC.
- Sponsor EIN: 250600020
- Sponsor Address: 2108 PALMER STREET, PITTSBURGH, PA, 152182516
- Plan Type: DB
- Plan Number: 002
- Total Participants: 29
- Total Assets: $19.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 29 | $19.3M | $530,000 | $0 |
| 2023 | 28 | $21.4M | $460,000 | $0 |
| 2022 | 29 | $19.8M | $49,500 | $0 |
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 |
|---|---|---|---|---|
| FIRST STATE TRUST COMPANY | Other Service Provider | $126,354 | — | $126,354 |
| DUNBAR, BENDER & ZAPF, INC. | Recordkeeper | $22,615 | — | $22,615 |
| SCHNEIDER DOWNS & CO., INC. | Auditor | $13,250 | — | $13,250 |
| MEYER UNKOVIC SCOTT LLP | ERISA Attorney | $8,833 | — | $8,833 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DUNBAR, BENDER & ZAPF, INC. — Recordkeeper
- SCHNEIDER DOWNS & CO., INC. — Auditor
- MEYER UNKOVIC SCOTT LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $171,052
- Estimated Expense Ratio: 0.888% 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 | $217,661 | $126,354 | — | $13,250 | — |
| 2023 | $291,899 | $118,697 | — | $12,500 | — |
| 2022 | $264,171 | $98,517 | — | — | $30,770 |