Plan Snapshot
- Plan Sponsor: Koppert Biological Systems, INC
- Sponsor EIN: 383195931
- Sponsor Address: 1502 OLD US-23, HOWELL, MI, 48443
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 108 | $8.1M | $321,527 | $665,287 |
| 2023 | 133 | $6.6M | $294,940 | $600,234 |
| 2022 | 112 | $4.9M | $240,555 | $533,655 |
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 |
|---|---|---|---|---|
| RETIREMENT PLAN AUDIT SERVICES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RETIREMENT PLAN AUDIT SERVICES, LLC — 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 | $21,538 | — | $21,538 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |