Plan Snapshot
- Plan Sponsor: Koppers INC.
- Sponsor EIN: 251588399
- Sponsor Address: 436 7TH AVENUE, SUITE 1500, PITTSBURGH, PA, 152191826
- Plan Type: DB
- Total Participants: 47
- Total Assets: $5.0M
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 | 47 | $5.0M | $4.0M | $0 |
| 2023 | 224 | $98.0M | $5.8M | $0 |
| 2022 | 246 | $93.3M | $670,000 | $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 |
|---|---|---|---|---|
| MERCER | Other Service Provider | $355,215 | — | $355,215 |
| MERCER INVESTMENTS LLC | Other Service Provider | $110,649 | — | $110,649 |
| DELAWARE CHARTER GUARANTEE & TRUST | Custodian / Trustee | $16,286 | — | $16,286 |
| MORGAN LEWIS AND BOCKIUS LLP | ERISA Attorney | $8,726 | — | $8,726 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELAWARE CHARTER GUARANTEE & TRUST — Custodian / Trustee
- MORGAN LEWIS AND BOCKIUS LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $490,876
- Estimated Expense Ratio: 9.865% 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 | $1,430,367 | $110,649 | — | $600 | — |
| 2023 | $1,460,441 | $213,467 | — | $15,000 | — |
| 2022 | $1,427,007 | — | $34,219 | — | $544,892 |