Plan Ledger DOL Form 5500 · updated monthly

Accosys, Inc.401(k)

ACCOSYS, INC. 401(K) PROFIT SHARING PLAN · OLATHE, KS · plan year 2024

Reported admin expense ratio · 2024
0.14%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Accosys, Inc. reported $104,738 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $2,526 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.27% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 84th-largest of 828 plans among Kansas employers on file, and the 284th of 2,677 in transportation & warehousing. In 2024, employees put in $1.89 for every $1.00 the employer contributed; active participation has grown from 758 to 978 since 2022.

Plan summary
Net assets, end of year$78,664,888
Participants with balances1,173
Active participants978
Employer contributions$2,470,095
Employee contributions$4,657,042
Employer contribution per active participant$2,526
Average account balance$67,063
Benefits paid to participants$7,771,246
Plan auditUnmodified (clean) audit opinion
AuditorPICKETT, CHANEY, AND MCMULLEN, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$78.7M · 1,173 accts · $2.5M emplr
2023$69.4M · 1,312 accts · $2.9M emplr
2022$57.1M · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,064
Investment management$44,693
Total administrative$104,738
The Accosys, Inc. 401(k) match · 2024
Employer contribution per active participant$2,526
Median for plans this size$3,635
2024$2,526 per active participant
2023$3,134 per active participant
2022$3,059 per active participant

Accosys, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
CREATIVE PLANNING LLC · Investment advisory (plan)$44,693
CHARLES SCHWAB & CO., INC. · Investment advisory (participants) · Securities brokerage$1,981

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$104,738 · 0.14%
2023$89,357 · 0.14%
2022$162,957 · 0.27%
Similar plansTransportation & Warehousing · Kansas
Watco Companies, L.L.C. KS$187.8M · 0.23%
Tallgrass Management LLC KS$187.0M · 0.10%
Shamrock Trading Corporation KS$122.1M · 0.09%
Selex Es Inc. KS$18.8M · 0.37%
Miq Logistics, LLC KS$18.0M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980393862 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.