Plan Snapshot
- Plan Sponsor: William H. Kopke, Jr., INC.
- Sponsor EIN: 132618191
- Sponsor Address: 99 SEAVIEW BOULEVARD, SUITE 320, PORT WASHINGTON, NY, 11050
- Plan Type: 401(k)
- Total Participants: 259
- Total Assets: $8.0M
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 | 259 | $8.0M | $285,807 | $789,314 |
| 2023 | 212 | $7.0M | $121,188 | $614,227 |
| 2022 | 194 | $6.4M | $119,726 | $606,313 |
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 |
|---|---|---|---|---|
| PRAGER METIS 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 | $39,150 | — | $39,150 | — | — |
| 2023 | $36,370 | — | — | — | — |
| 2022 | $34,006 | — | — | — | $34,006 |