Plan Snapshot
- Plan Sponsor: Koetter Construction INC
- Sponsor EIN: 351132185
- Sponsor Address: 7393 PETE ANDRES ROAD, FLOYDS KNOBS, IN, 471198825
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $33.5M
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 | 161 | $33.5M | $348,904 | $777,592 |
| 2023 | 130 | $30.9M | $349,446 | $619,805 |
| 2022 | 127 | $25.2M | $540,743 | $580,057 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT ADVISORY 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 | $3,150 | — | $3,150 | — | — |
| 2023 | $1,170 | — | $1,170 | — | — |
| 2022 | $1,040 | — | $1,040 | — | — |