# William H. Kopke, Jr., INC. 401(k) Plan
Source: https://planprovider.pro/companies/william-h-kopke-jr-inc-401k-plan

> William H. Kopke, Jr., INC.'s 401(k) plan: 259 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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