Plan Snapshot
- Plan Sponsor: Koury Engineering And Testing
- Sponsor EIN: 954794329
- Sponsor Address: 5711 SCHAEFER AVE, CHINO, CA, 91710
- Plan Type: 401(k)
- Total Participants: 94
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 94 | $3.5M | $0 | $346,017 |
| 2023 | 94 | $2.9M | $0 | $336,187 |
| 2022 | 103 | $2.4M | $0 | $353,804 |
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 |
|---|---|---|---|---|
| ROORDA PIQUET AND BESSEE INC | 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 | $13,110 | $679 | $11,931 | — | — |
| 2023 | $10,400 | $26 | $9,974 | — | — |
| 2022 | $10,108 | — | — | — | — |