Plan Snapshot
- Plan Sponsor: Koss Construction Company
- Sponsor EIN: 420364440
- Sponsor Address: 3805 NW 25TH ST, TOPEKA, KS, 66618
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $10.9M
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 | 138 | $10.9M | $249,299 | $606,471 |
| 2023 | 130 | $11.6M | $288,500 | $826,632 |
| 2022 | 127 | $11.5M | $312,304 | $949,707 |
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 |
|---|---|---|---|---|
| VARNEY & ASSOCIATES, CPAS, LLC | Auditor | — | — | $0 |
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 | $22,433 | $9,987 | $12,446 | — | — |
| 2023 | $41,392 | — | $650 | — | — |
| 2022 | $49,995 | — | — | — | — |