Plan Snapshot
- Plan Sponsor: Kukurin Contracting, INC.
- Sponsor EIN: 251396122
- Sponsor Address: 1169 ROUTE 286, EXPORT, PA, 15632
- Plan Type: DC
- Total Participants: 66
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 66 | $14.0M | $721,835 | $0 |
| 2023 | 71 | $13.8M | $812,129 | $0 |
| 2022 | 65 | $12.5M | $841,694 | $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 |
|---|---|---|---|---|
| EDWARD JONES | Investment Advisor | $28,357 | — | $28,357 |
| HERBEIN & CO INC | Auditor | $15,656 | — | $15,656 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $6,626 | — | $6,626 |
| DUNBAR BENDER & ZAPF INC | Other Service Provider | $5,353 | — | $5,353 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,992
- Estimated Expense Ratio: 0.401% 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 | $60,962 | $29,213 | $5,353 | $15,656 | — |
| 2023 | $48,071 | $24,888 | — | $12,494 | — |
| 2022 | $48,385 | — | $48,385 | — | — |